When a person calls looking for a quote, we need to ask them if they currently have insurance, if they do we need to find if that insurance is through us.
If they have insurance with us now, or had insurance with us in the past, we need to have the folder in order to give them a proper quote. This means we will need to take their info, and tell them we will call them back.
We are trying to avoid the following problems:
1. It turns out they are currently covered by Urban.
2. They were dropped or non renewed by a company, and we don’t want to make the mistake of quoting or placing coverage back there again.
3. I don’t want to replace a new policy at a lower rate and or commission then the prior policy. (There will be some limited exceptions).
4. We know more about an old customer than we do with strangers. If the person had 4 points in March, then the policy got cancelled in June, now when they come back to Urban in July, they will still have those 4 points.
On someone we never insured before, we have a “Chance” to go back and rebill based on “Uncovering info” but if we had them before, they will not pay any rebill stating that we should have know about the MVR.
Jerry or I need to see these Old Customer quotes prior to quoting
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