Sales CMR (TQ) quiz

Created by bhackett5

  1.  
    Which one is NOT an expectation under "binding process"
    A. Verify DLN is active and valid B. get the customer's email address C. ask when the last time the boat was seen D. ask where the boat is currently located E. get the customer's email address
  2.  
    How many expectations are there under "membership/hot"?
    A. 1 B. 2 C. 3 D. 2 E. 4
  3.  
    Which option is not part of the expectations for "internal processes/procedures"?
    A. review prior memos B. get boat info C. did agent follow all prcedures and guidelines D. get boat info E. explain all deductables
  4.  
    How should you notate who you spoke with
  5.  
    Which is not an expectation under "retention"
    A. assumptively offer auto pay B. complete AP recording C. assumptively offer to e-services D. read risk score E. read risk score
Answer Key
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Sales CMR (TQ) quiz (Answer Key)

Created by bhackett5

  1.  
    Which one is NOT an expectation under "binding process"
    A. Verify DLN is active and valid B. get the customer's email address C. ask when the last time the boat was seen D. ask where the boat is currently located E. get the customer's email address
  2.  
    How many expectations are there under "membership/hot"?
    A. 1 B. 2 C. 3 D. 2 E. 4
  3.  
    Which option is not part of the expectations for "internal processes/procedures"?
    A. review prior memos B. get boat info C. did agent follow all prcedures and guidelines D. get boat info E. explain all deductables
  4.  
    How should you notate who you spoke with
  5.  
    Which is not an expectation under "retention"
    A. assumptively offer auto pay B. complete AP recording C. assumptively offer to e-services D. read risk score E. read risk score

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