Zone Manager Quaity Scoring Quiz 1/17

A customer called in requesting an SR-22. The agent followed the process correctly, except for the fact that they failed to ask for the Case ID number for the SR-22. What error applies, if any?

In WA, a customer called in for a quote. When the agent read the credit statement, the customer said “I do not want my credit involved in any way.” The agent advised that we must use it, or else we cannot offer a policy. The customer then hung up. What error applies, if any?

A customer in TX called in for a quote. On the vehicle page, he advised that he used his car for Lyft. The agent advised that, unfortunately, GEICO cannot insure him in this situation and he should seek quotes elsewhere. What error applies, if any?

A customer in NY called in for a quote. He advised that he used his car to deliver food for UberEats. The agent advised that we cannot offer a personal auto policy, however, we may be able to offer a commercial policy. The customer agreed, and was transferred. What error applies, if any?

A customer’s first payment method was declined. When the agent told the customer this, she said “hold on, let me see if I have my credit card or I’ll borrow my sister’s card.” The customer came back and said “Okay, I got it” and read off the card number. The agent took the card number and moved on to sell the policy. What error applies, if any?

Someone called in for a quote for John Smith and advised that they had Power of Attorney (POA) over him. The agent advised that we would need a copy in order to bind the policy, but took the customer through the quote and reviewed driving history and ran credit without talking to John himself. What error applies, if any?

A customer requested $1M/$1M Bodily Injury Limits on a first touch. The agent quoted the limits and sold the policy without a slap or jury documentation. What error applies, if any?

After running CLUE, 2 unreported Comp claims for the Named Insured with $450 payouts appear with red arrows advising to probe. The agent did not probe and just deleted the activity. What error applies, if any?

When asking about a named insured’s 18 year old wife who owns the vehicle, the customer stated “I don’t want to include her, she has her own insurance.” She agent handles the friction point appropriately, and on the merit page, deselected points for the spouse without any further issue. Deselecting points reduced the rate by $200. What error applies, if any?

A prior PH called in for a quote in ND. When asked for her marital status, she advised she was single. On the prior policy, she was listed as married. The agent left her as single and moved on with the application. What error applies, if any?