Familiarize yourself with the one stop shopping retention resource! Please select the one best answer.
Pending endorsements can be found in Work Status
They are pending so that the agency has the opportunity to save the customer
The agency has 8 days to work the endorsement before the termination is complete
A and b
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Send a handwritten thank you note
Contact the customer to be sure they received their policy, set up an appointment with the EFS, send an invitation to register for My Account
Let the customers know about your agency's social media access
All the above
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Look at the household policies
Not communicating with the customer about the change of premium
Diminishing discounts
Deductibles
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Re-quote at 30, 60 and 90 days
Mail, e-mail and call at 30, 60, 90 days
Send an ART message at 6 months
A and b
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Retention Toolbox
Retention Processes
Targeting Customers
All the above
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Agency best practices
Agency reports
Processes that are fundamental and vital to agency success
A and c
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Jeff Thompson, Field Senior Vice President
John Kane, Field Vice President
Krystal Thomas, Customer Experience Manager
Frank Romer, Regional Marketing Manager
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Alliance
Leads eXpress
WCRO-Tools
B and c
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Auto/Life Process
Just a note process
CPR process
Agency Customer Experience process
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Territory 2: Iowa, Kansas, Nebraska, Missouri
Territory 3: Colorado, Montana, Wyoming, North Dakota, South Dakota
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