NEW: Feature update:  Release February 8th, 2022

 

 

This tile was used to reflect the financial score, run by Certn through an API, during the purchase process.

 

Currently quotes appear as --

Once purchased,

• SGI or Exhale show credit bands 0 to 8.
• Wawanesa and My Mutual always show – (credit band isnt used or shared with Nude Solutions). 
• If another policy is purchased, the tile updated accordingly (will not have updated if consent is given mid term or at renewal).

 

 

With the changes implemented in the release due February 2022, the Financial Score tile is changed to Credit, shown here:

 

 

With this change, the following will now display:

 

For Quotes it will continue to show --.

For Policies Purchased:

• All insurers will now show Y if consent is given OR N if consent is declined.
• If another policy is purchased, the tile updates accordingly (will not update if consent is given mid term or at renewal).   You will only be able to see which specific policy has the consent by going to the Underwriting screen, in bond, to view the information there. This could mean if you try and switch payment method from Annual to Monthly (at renewal, for example) that you are stopped, because the Credit Consent was for a different policy to the one you are trying to review.  Check the Underwriting screen as suggested and perform the relevant Change to Yes to Credit Consent if required.  
• Auto quotes will show as N,  (Consent Not Given), as the consent question is not asked in the thru quote process.

 

Tool Tip is updated to read as:

 

 

If the Credit Consent is changed via a Policy Change, midterm, the tile will not update. It is only updated at the stage that the policy is arranged. 

 

 

The engage panel is located in the customers bond profile and provides the following information (it is worth noting that the icons may differ or may not show in the engage panel, depending on your platform set up):

Here we will provide more details on what those icons in the above panel mean.  Also remember, wherever you see the i (information icon) you can select it for more details on what the section means or requires. 

• Password Reset: You can select this and it will email a link to the customer so that they can reset their password for their pocket account. 
• Settings: There are two parts to this - Email Preferences and User Settings - you can check the box if the you want customer to receive the related emails.  Here is a screenshot of the current options:

• Send Vouchers: You can select this (if available) to send vouchers to the customer. 
• Customer has/has not set up pocket account.  If there is a tick, they have, if it is a cross (x) they have not set up their pocket account.  Like here:

 

• Net promoter score based on a post-purchase survey. 10 being the highest value, 0 being the lowest, -- being no response. Customer has/has not selected a net promoter score in pocket account.
• Referrer – How the customer heard of your company (click the i for more information).
• Credit – Whether the customer has provided credit consent - Yes or No. Read the Bulletin - February 2022 release for more information on this tile. 
• Charity -  This shows whether the customer has or has not selected a charity. The charity the customer has selected, or -- if the customer has not selected a charity.
• *Rewards – The available rewards amount (in dollars) for a customer.

*may not be available for your brokerage

 

 

The Engagement Score is based on many factors including pocket account setup, NPS, declined payments, registered letters etc

 

The faces in the engage bar are clickable. If you have a positive interaction with a customer, click the happy face to boost the engage score. An activity will be created and the broker can add a note to this activity. As the activity is an informational category, the activity auto-closes. The broker can do the same process with any of the faces shown in the engage bar.  There is a limit to how many times you can change the interaction in one day.  (you may have to wait until the following day to revise your engage score).