Question / Issue |
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What information do I need to know about the Consumer Rater that integrates with the Comparative Rater? |
Answer / Solution |
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Consumer Rater Tips and Tricks:
- This rater is not meant to give a final, comprehensive quote.
- It is a lead generation tool.
- The quote given is based on certain assumptions and does not ask all the info that can be entered in the Comparative Rater to generate discounts, surcharges etc.
- The agent must contact the prospect and finalize the quote, i.e. get info that determines discounts, surcharges, how long prior insurance, lapses, etc.
- It can indicate a foreign or international driver.
- It will allow you to customize higher limits other than just the state minimums.
Common questions:
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It does not come in a Spanish version.
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It does not order credit.
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It cannot issue a policy.
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Not customizable to add agency items like motorclub, bond cards, etc.
To view a video on the features of this, click on the link below under Related Links. |