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Match it! Select the correct answer from the pull down...Good luck!
When do you need to send a secure email?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
What do you need to know about your audience before you call or email?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
When is it more appropriate to meet by video or in person then email?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
Which of the following is NOT a reflective listening phrase?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
What are the two key questions to identify prior to starting an email or phone call?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
Which one of these is NOT an appropriate way to build a relationship with a customer?
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
What are the two things that personal lines and commercial lines CSRs will both do
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
Which one of these is NOT a method of listening for understanding
Know their clients' names and dates of birth
You are not hearing me.
Refrain from interrupting
You need a signature on a document
What is their level of insurance understanding?
Send a handwritten card occasionally
Who is my audience and what is the purpose of the call or email?
When the email contains personaly identifiable information
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Match it!