LBS Migration Quiz

What number is left on a voicemail on an outbound Leeds Building Society migration call?

• 0330 912 7690

• 0330 912 7734

• 0844 384 844

• 0808 175 0807

What log in needs to be used for all Leeds Building Society migrations?

• Personal log in on DMU

• Staff Discount on DMU

• Staff Discount on Migration

• Personal log in on Migration

What are the 3 potential places a customer from Leeds Building Society could have received a quote? (Select 3)

• Refer and Earn/Uinsure Internal Sales Team

• Direct mortgage Unit

• Migration/Uinsure Migration Team

• Mortgage advisers in branch

How should an inbound call from a Leeds Building Society Customer be introduced?

• Hello you’re through to the Leeds Building Society at Uinsure, how can I help?

• Hello you’re through to Uinsure, how can I help?

• Hello you’re through to the Leeds Building Society Home Insurance Team at Uinsure, how can I help?

• Hello you’re through to the Leeds Building Society Team at Uinsure, how can I help?

What options are available for an LBS migration customer to buy the Uinsure Policy? (Select all that apply)

• QR Code

• Link in email or sms

• Inbound or Outbound telephone call

• Send in DD Mandate

In what cases would the migration team sell a new policy to an LBS customer?

• Never - Always transfer to the sales team

• Only if the customer has moved address

• Only if you have just migrated their policy but they have another property they want to quote

• If their renewal is more than 60 days in advance.

If a customer has a query in relation to a current policy they have with LBS, where should this customer be transferred to?

• URIS

• Aviva

• Allianz

• Sales

What do you need to do if a staff member calls in wanting a Uinsure policy?

• Reduce the commission to 0%

• Reduce the commission to 0% and take staff number

• Log in on staff discount log on, reduce the commission to 0% and take staff number

• Pass to the sales team.

What needs to happen before considering reducing a migration customers premium?

• They just need to say they are not happy with the premium.

• Remove all optional extras to see what price that gives.

• Conduct a policy review to ensure policy is fully fit for purpose

• Nothing

Draw the Leeds Building Society Logo