CLIENT JOURNEY

After the RS team loads a new lead, what is the agreed TAT to contact the client?

• 2 minutes

• 5 minutes

• 10 minutes

• 15 minutes

What is the average quoting time for the DS team?

• 5 minutes

• 10 minutes

• 15 minutes

• 20 minutes

What is the average quoting time for the Key Accounts team?

• 5 minutes

• 10 minutes

• 15 minutes

• 30 minutes

What is the average quoting time for the Taxi team?

• 2–5 minutes

• 5–10 minutes

• 10–15 minutes

• 20 minutes

Which item is explicitly marked critical in the sales process?

• Welcome script

• Proposal generation

• Compliance scripts

• Payment collection

In DS/KA, which fees must be communicated to the client during pooling to underwriting?

• No fees at this stage

• Broker fee (R100) only

• Broker fee (per insurer) and Establishment fee (R950)

• Establishment fee (R100) only

How are banking details typically obtained (DS/KA)?

• SMS only

• Phone call only

• Via email or via Softsure

• In-person only

If a client is considering cancellation, what is the required action?

• Close the file immediately

• Offer a discount automatically

• Escalate to finance team

• Contact the client to retain or requote

Which partners are listed under KA core functions?

• WesBank and ABSA

• CMH and Maponya, with leads via Signio/Seriti

• VUM and CTU

• Mobility and SAT

For the Taxi team, which fees/systems are correct when loading policies?

• Broker fee R100; Establishment fee R950; insurers Mobility/SAT/VUM; admin CTU; underwriting pool Dotsure (Afri Taxi)

• Broker fee R950; Establishment fee R100; insurers CTU/VUM; admin SAT

• No fees; insurer Mobility only; admin Seriti

• Broker fee per insurer; Establishment fee R950; insurer VUM only