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Match it!
Match it! Select the correct answer from the pull down...Good luck!
When do you need to send a secure email?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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 answer below is an example of an email fail?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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?
You are not hearing me.
Know their clients' names and dates of birth
Refrain from interrupting
Short and to the point
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
Check it!