How far in advance can you renew a customer?
6 months
Evergreen customers automatically renew when?
60 days prior to the expiration
What happens if a payment interruption occurs after the Evergreen contract is created?
The system will cancel the renewal
True/False - Agents can update payment methods to renew invalid evergreen contracts
True - These count as sales!
What does the account status "pending" mean?
They are within their 30 day grace period
How many payments are due (if paying monthly) if the customer decides to renew 35 days post expiration?
2
Does a customer experience a lapse in coverage if renewing 15 days post expiration?
No
Can you renew a customer whose contract expired 90 days ago?
No
Can an optional item be removed from a contract once it has been serviced it the customer is within the 60 day window?
No
Can a customer add coverage for an issue currently experiencing an issue?
No
What are the 4 steps to the overcoming objections formula?
1) Acknowledge w/ Empathy 2) Probe 3) Educate by Building Value 4) Close the Sale
How many points does QA assign for promoting the electronics plan?
6
Members will receive their contract ___________ days from the effective date
7-10 business days
Fill in the blank: HSA members can add the ________ upgrade?
5 Star or 7 Star
An emphasis has been placed on selling what?
Shield Platinum & Additional Properties
Fill in the blank: The renewal discount, or concession, amount is found in the _________ field.
Campaign
