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WorksheetsLBS Migration Quiz
Total questions: 10
Worksheet time: 8mins
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
