JAMES BUSS STATE FARM TEST 1
JAMES BUSS STATE FARM TEST 1
What Number do I dial to pick someone up off of park? ANS: 113000
What is the voicemail password? ANS: 597353
Do I transfer or conference customers to claims team? ANS: CONFERENCE
Do I transfer or conference customers to statefarm.com support/DSS support? ANS: TRANSFER
Do I put service tasks on the account page or opportunity page? ANS: ACCOUNT
Will tasks on the account page default to service or sales? ANS: SERVICE
Do I put follow up tasks for sale opportunities on the account or opportunity? ANS: OPPORTUNITY
What can I do if my W drive if missing? ANS: TYPE GET MY NETWORK DRIVES AND RUN PROGRAM
Where is the first place I look if I have a question about something related to auto insurance? ANS:
AUTO ANSWERS
Where do I look to see when underwriting is going to review a change I have put through on a fire or
auto policy? ANS: AGENT STATUS TRACKER
What tool should I check every time before I write a Homeowners, Renters, or Rental Dwelling Property
Policy? ANS: PERIL BASED RISK TOOL
What does an EUR Report tell me? ANS: 1)CUSTOMERS PREV INSURANCE INFO 2)CUSTOMERS LOSS
HISTORY REPORT 3)AFTER PURCHASE THEIR MOTOR VEHICLE REPORT
Where can I go in ABS to get help through chat? ANS: SUPPORT TAB
Where can I find support numbers? ANS: ON ABS QUICK LINKS OR AGENCY HUB LANDING PAGE
Where would I go to print a Steer Clear Form? ANS: ON ABS QUICK LINKS OR AGENCY HUB LANDING
PAGE
What program do I use to scan documents? ANS: NAPS2
How can I add a U Form First Page to an UM form I have scanned in? ANS: Import from W Drive
, Where do we save all client documents? ANS: Client Portal in W Drive
How do we name Sales tasks? ANS: Source Details -Step Number -Follow Up Info (QW-Step 1-Follow
Up)
Where would I search for a customers name in ECRM? ANS: Under Accounts
Where would I search for a customer in ECRM that is moving from another state? ANS: Enterprise
Customer Search
What field in an account can I edit to add the name someone prefers to be called? ANS: Preferred First
Name
What information do I need to search for a customer moving from another state? ANS: Name of insured
and spouse, birthdates, address in previous state, last 4 of socials
What field must be filled in to be able to send a text message? ANS: Mobile Phone
Where can I see documents that State Farm has sent to a customer? ANS: Customer Document Center
Where do I check statefarm.com status? ANS: Under Details Tab
Where could I upload a claims document? ANS: Under the Claims Tab
What stage should an opportunity be in when I have submitted an application? ANS: App Submitted
What stage should an opportunity be in when the policy has issued? ANS: Closed Won
Where do I take short payments? ANS: NECHO
Why should I check for inactive products every single time? ANS: To check for old policies that we may
be able to bring back tenure or discounts from for a client?
How far back do we recall tenure? ANS: If it has been 5 years or less
Where do I change the payment date on an SFPP? ANS: Under account details
Where do I check to see if someone has signed their recurring payment agreement plan? ANS:
Supporting documents will show required if needed
Where on the auto policy link would I see if someone has drive safe and save discount? ANS: Discounts
and Surcharges
JAMES BUSS STATE FARM TEST 1
What Number do I dial to pick someone up off of park? ANS: 113000
What is the voicemail password? ANS: 597353
Do I transfer or conference customers to claims team? ANS: CONFERENCE
Do I transfer or conference customers to statefarm.com support/DSS support? ANS: TRANSFER
Do I put service tasks on the account page or opportunity page? ANS: ACCOUNT
Will tasks on the account page default to service or sales? ANS: SERVICE
Do I put follow up tasks for sale opportunities on the account or opportunity? ANS: OPPORTUNITY
What can I do if my W drive if missing? ANS: TYPE GET MY NETWORK DRIVES AND RUN PROGRAM
Where is the first place I look if I have a question about something related to auto insurance? ANS:
AUTO ANSWERS
Where do I look to see when underwriting is going to review a change I have put through on a fire or
auto policy? ANS: AGENT STATUS TRACKER
What tool should I check every time before I write a Homeowners, Renters, or Rental Dwelling Property
Policy? ANS: PERIL BASED RISK TOOL
What does an EUR Report tell me? ANS: 1)CUSTOMERS PREV INSURANCE INFO 2)CUSTOMERS LOSS
HISTORY REPORT 3)AFTER PURCHASE THEIR MOTOR VEHICLE REPORT
Where can I go in ABS to get help through chat? ANS: SUPPORT TAB
Where can I find support numbers? ANS: ON ABS QUICK LINKS OR AGENCY HUB LANDING PAGE
Where would I go to print a Steer Clear Form? ANS: ON ABS QUICK LINKS OR AGENCY HUB LANDING
PAGE
What program do I use to scan documents? ANS: NAPS2
How can I add a U Form First Page to an UM form I have scanned in? ANS: Import from W Drive
, Where do we save all client documents? ANS: Client Portal in W Drive
How do we name Sales tasks? ANS: Source Details -Step Number -Follow Up Info (QW-Step 1-Follow
Up)
Where would I search for a customers name in ECRM? ANS: Under Accounts
Where would I search for a customer in ECRM that is moving from another state? ANS: Enterprise
Customer Search
What field in an account can I edit to add the name someone prefers to be called? ANS: Preferred First
Name
What information do I need to search for a customer moving from another state? ANS: Name of insured
and spouse, birthdates, address in previous state, last 4 of socials
What field must be filled in to be able to send a text message? ANS: Mobile Phone
Where can I see documents that State Farm has sent to a customer? ANS: Customer Document Center
Where do I check statefarm.com status? ANS: Under Details Tab
Where could I upload a claims document? ANS: Under the Claims Tab
What stage should an opportunity be in when I have submitted an application? ANS: App Submitted
What stage should an opportunity be in when the policy has issued? ANS: Closed Won
Where do I take short payments? ANS: NECHO
Why should I check for inactive products every single time? ANS: To check for old policies that we may
be able to bring back tenure or discounts from for a client?
How far back do we recall tenure? ANS: If it has been 5 years or less
Where do I change the payment date on an SFPP? ANS: Under account details
Where do I check to see if someone has signed their recurring payment agreement plan? ANS:
Supporting documents will show required if needed
Where on the auto policy link would I see if someone has drive safe and save discount? ANS: Discounts
and Surcharges
