Summary Refresher 2

When a phone call comes in, you should go right to Nitro to handle their call.

• True

• False

Answer explanation

All calls begin with CRM! then you can pop to nitro from within CRM

What are the 2 main purposes of Tenfold? (what does it allow us to do?)

Evaluate responses using AI:

OFF

Answer explanation

Phone# recognition & Click to Dial

You should send a Reach request for photos from the customer's contact view in CRM.

• True

• False

Answer explanation

this must be done via the quote or policy view only

What does the 'rollover' refer to?

Evaluate responses using AI:

OFF

Answer explanation

ACI & Condon rolling over underwriting carriers

You can send a Reach request using your business card template for any kind of simple photo request.

• True

• False

Answer explanation

any type of simple photo request - photo of car/bill of sale/title/pap dec/suspension letter etc.

Please indicate below what you can review to see payment history such as when a customer paid/how they paid/the amount they paid.

Evaluate responses using AI:

OFF

Answer explanation

Accounting Quickview under Reports in Nitro

Please specify below the instances when you would need to put notes directly into Nitro as opposed to CRM.

Evaluate responses using AI:

OFF

Answer explanation

Cancel/Reject Changes/On Hold/Approve

Please explain how you would send a customer a TrustPilot survey.

Evaluate responses using AI:

OFF

Answer explanation

Policy View - 3 dots - Flow - Policy TrustPilot ACI

When should you send a customer a TrustPilot survey?

Evaluate responses using AI:

OFF

Answer explanation

On any good service calls! :)

Whenever you need to reset a follow up task in CRM to call the customer back a different day - what button should you always click first before changing the due date/putting in notes? Hint: This allows us to track the number of follow up attempts

Evaluate responses using AI:

OFF

Answer explanation

Clone - this allows you/us to track your follow up attempts.