Incentives 💸

Cross Sell

• Endorsing another line onto a package. Rewrites do not count. (soup to nuts) CSR SELLS THIS ACCOUNT MANAGERS ONLY

Bonus Amount: $50

• The technician opens the Opportunity for the cross-sell and takes the information for the quote.

Bonus Amount: $25

Google Review

Got a happy client? Ask for review, Send a Google Review via Share button, label 'Google Review'. Prevents spam, boosts ratings.

Bonus Amount: $10

Referral

To qualify, referrals must not only be provided, but they must also result in a sale.  Simply requesting referrals does not meet the criteria.  The referred lead needs to convert into a paying customer for the referral to be considered valid.   Use this for cross department referrals (if a commercial account manager refers a personal account and it refers in a sale then the the commercial account manager receives the $25 and vice versa)

Bonus Amount: $25

Coverage Enhancement

You need 3 Coverage Enhancements to apply.

ACCOUNT MANAGERS IF THEY PROCESSED THE CHANGE THEMSELVES

Bonus Amount: $25

Bonus Amount: $12.50 each AM and Tech if Tech helped out and processed the change.  The technician must identify the enhancement with the client and pass it off to the account manager to process. The same qualifications apply for technicians as they do for account managers. Any coverage related questions need to be discussed with the account managers.

All Star Call & Auto Pay Set Up

'Autopay Set Up' = EFT done + policy verified by the finance/carrier. Regular PIF is not eligible unless on recurring AutoPay.

• Note: If the customer does not follow through and does not remain on EFT, we will not be adding it to your WOW incentive.

Bonus Amount: $5

All-Star Call: Top QA score.  

Bonus Amount: $5