Dominique
Now Playing: Mike Mcgee
Topic: Dominique

Dominique:

Mike Mcgee needs to add collision with $1000 deductible to his policy. He also needs to add a small cabin for $48000 to his policy too as an outbuilding. This is a C/Squire. I'll be happy to help with anything that you need.

Regards,
Vally

Dominique
Now Playing: Darlene Coffey
Topic: Dominique

Dominique:  Darlene came in and added a truck to her policy. He will actually be driving the truck and will keep it at his home in Grand Junction.

I believe it might be cheaper for her to have this on his (her son's)  own policy, and I suspect if it truly is cheaper that way, she'll go for it. I did a quote in Fast Pass. The quote is under the name of Ross Geary. Could you please update the quote with the VIN of the new truck? See if it changes it much. $2200 per year for a new truck seems like a lot of premium! I think we can save her money with a new policy.

He (or she) should be calling in with his d/l number. Could you please follow-up on that and see what works best? Let me know if you have any questions. thanks,VM

Dominique
Now Playing: Lavonne Foxx
Topic: Dominique

Dominique: Lavonne Foxx has re-married. (HO703874). Her new husband is Paul Ray Glanville DOB: 6/11/42. She would like to have him added to the policy.

We need to get Michael taken off. He has a life insurance policy, and we can probably get his address from that. Please mail him something to remove him from the policy.

She will also be faxing over a list of items to be scheduled on their policy. These should be put under SPP (Scheduled Personal Property).There is a quote already in Fast Pass that Pam started. When the fax comes in, will you please compare the quote with the totals, and then give Lavonne a call with the premium total?

Let me know if you have any questions.

Thanks,VM

 UPDATE: Lavonne faxed over her list of stuff late yesterday. Can you please go ahead and get the totals together, and let her know what the cost would be to add those items? (There should already be a quote started for that in Fast Pass. You may have to renew the quote).

They are leaving tomorrow for their honeymoon, and wanted to have the stuff on their policy before they go, so it would be important to contact her today. Thanks,VM

Dominique
Now Playing: Jane Gros
Topic: Dominique

Dominique: I wil forward you an e-mail from jane Gros. Can you please make the change that she is requesting, and please e-mail her a VIN card. Please confirm when finished. Thanks! VM

Update: Dominique: I will forward you an e-mail from Jane. She wants to make some additional changes. Please review her e-mail. Please discuss with me if you have any questions, and then pls go ahead and respond to her e-mail. Let me know any questions. Thks VM

Dominique
Now Playing: Dan Lester
Topic: Dominique
I'll bring you a late payment. Thanks,VM

Dominique
Now Playing: Joey Burns
Topic: Dominique

Dominique: I think I got burned by Joey. I will bring you a fax. He was going to cancel ONE vehicle from his policy so that he could add a motor home to another State Farm policy. It looks like from the fax that he wants the entire policy cancelled. I am afraid that is the case, but if you could please give them a call back to confirm, I would appreciate it.

If that is what they want, go ahead and use their fax signature as a cancellation form, and cancel the policy. Thank U. VM

Dominique
Now Playing: Sarah Mercer
Topic: Dominique

Sarah's HO policy is kind of complicated. I think that it is because of PC10...a change from home office. I will come and explain to you and maybe we can see what we can do.

Thanks, VM

Dominique
Now Playing: Leslie Smith
Topic: Dominique

10/30: Leslie Smith AU430641 just bought a new car. I downloaded the policy, and added the vehicle into FastPass. However, I did not submit the change, because we need to add the lienholder, Capital One Finance. Can you please call them @800-689-1789? Please get their address and then add them as lienholder.

Please finish the change, and then go ahead and submit it. Please make notes in OPSS, and please also e-mail a VIN card to Leslie at this e-mail address: brilessmith@msn.com. please also add their email address to their info in Contacts. Kindly confirm when finished.

Thanks! VM

IMPORTANT: When you work on this, and before you submit the change, we need to do a renters policy too. I will show you a neat trick for that.  

 

Dominique
Now Playing: Valerie Poirier
Topic: Dominique

Valerie has a Progressive policy. It has cancelled for non-pay right while it is renewing to a new policy. She had a bit of a rocky history with Progressive. They didn't give her a credit that they were supposed to, and it has kind of messed her up since. Will you please check out the details in the Progressive policy (MVR info is available on line) and see if we can re-write her in Farm Bureau? I can't remember if there are SR22's or DUI's that would make such a switch impossible or not.  Double-check competitiveness against Progressive.

If possible, she'd like to switch. If we can re-write her with F/Bureau, will she still owe anything to Progressive? You might need to call them on that.

Once you get it worked out, please call her at 874-5061. It is kind of urgent as her Progressive cancelled yesterday.

Thanks,VM

Dominique
Now Playing: Karen Mcnamara
Topic: Dominique

Dominique: Could you please help me with a change for this customer? They would like to remove comp/collision fromthe 1995 Saturn, and they would like to add a 1987 GMC pickup. The VIN is

1GTDR14K3HJ504881.

Please add the truck with liability only. I have already sent them a VIN card. Please send them a form to sign removing the comp/coll.

Kindly confirm when finished. Thanks! VM 

 

 

Dominique
Now Playing: Phil Lewis
Topic: Dominique
Dominique: Phil Lewis has a Progressive policy. They need proof of homeowner's insurance faxed to them. Can you please fax that to Progressive. Phil has a C/Squire that we recently re-wrote to be an HO policy. You should be able to go to Fast Pass and print out an evidence from there. If you have any question, pls let me know. Thanks,VM

Dominique
Now Playing: Craig Cambria
Topic: Dominique

H Dominique:

I forwarded you an e-mail from Western Ag for Craig Cambria. As you can probably tell, I don't remember details, but it seemed like we had taken care of this already. You might check the policy file to double-chk before you ask Craig for the info.

Anyway, could you please follow-up, and confirm when finished so I can delete?
Thanks,VM

Dominique
Now Playing: Doris Danielson
Topic: Dominique

Dominique:

We put a check in the "black hole" folder. The policy is paid up. We it will be renewed in the computer around Nov 10th. Please check after that date, and see if we can input the payment then. Please let me know if any troubles. Thanks,VM

Dominique
Now Playing: Names and Numbers
Topic: Dominique
Dominique: If I bring you my names numbers codes spreadsheet, could you see if you could update it for us? It is a bit of a mess!

Don't hesitate to let me know if you have questions. Thanks,VM

DOminique
Now Playing: Energy Resources
Topic: Dominique

Dominique:

 Can you please help me to stay on top of service for this customer. They are great customers, and I want to impress them with our service. I'm a little concerned about the Toyota vehicles on this policy...if they don't belong to them, then WHO do they belong to?

Please call them and let them know that we are working on it, and we will get back to them ASAP. Perhaps you could as them to advise us of how many vehicles should be on the policy..if they have a list, we can compare with their list. We want to make sure that it is correct.

I sent an e-mail to commercial dept to get a current policy update.

I'm guessing we'll have to figure out a way to keep track of commercial changes that we have submitted, so that we have a copy of them. Thanks for your help with this. VM

Update: Dominique I just forwarded you an e-mail from the commercial dept. It contains a list of all of the vehicles. Can you please update the policy file with the new list, and then maybe fax it over to kathy Glasier to make sure our lists match. We may have to move the Toyotas over to their C/squire policy (Silverhawk).

If you need anything, please advise. Thanks,VM 

 

Dominique
Now Playing: Doug Mccracken
Topic: Dominique

Motorcycle stolen.  I will bring you a 'Total Loss Notification'. This serves as a notice to us from the claims dept that the motorcycle has been paid for by FBureau, and we should discuss with the customer about removing it from the policy, so they aren't paying for something that doesn't exist.

Can you please verify with Nina McCracken whether they want this off? If so, go ahead and get a signature by mail, fax, or drop-in. Let's also keep the Total Loss Note in their file.

Thanks,VM

Dominique
Now Playing: Jewel Schottel
Topic: Dominique

I'll bring you a dues payment envelope. Looks like they forgot to include the check. Could you mail to them with a short note, and ask them to include a check and mail back to us.

Thanks,VM

Dominique
Now Playing: Tammy Gore
Topic: Dominique

Dominique: We need to get Tammy Gore's insurance back up and running again. It is kind of complicated, with her Progressive policy being cancelled. I will give you details, please ask me. It is urgent.

Thanks,VM

Tammy's number is 240-1961. Please give her a call.

Dominique
Now Playing: Leanna Clevenger
Topic: Dominique

I forwarded you an e-mail from Leanna. I think you had helped me with this earlier. Please check the e-mail, and see if you have any questions. Could you please follow-up onthis? Thanks,VM

Dominique
Now Playing: Bernadette Davison
Topic: Dominique

Dominique:

Bernadette has a Progressive policy. The policy renews on 11/03. Progressive bills on the same date as the policy effective date. For Bernadette, it is easier for the payment to come out of her account around the 15th. So, we moved her payment date up to the 13th.

With Progressive you can move the payment date 10 days one time. For some reason, when they renewed this policy, they set the effective date back to the 3rd again. Will you please call Progressive and ask them to change the payment date back to the 13th, the way that it was before?

Thanks,VM