Resources   Assurance IQ

How to Build Trust with the Shoppers: Mention Sourcing Info Provide clear information on how and where the customer’s details were obtained to build trust. • Use source information to build rapport: “I see you fill…

Guide Score “Guide Score” replaced “Tier” for the Assurance IQ program. In this resource you will learn the answers to these questions: What is Guide Score? Why is the Client Moving to Guide Score? What Metrics Im…

Client Requirement: As an individual who speaks with internal and external customers, you are a valuable and critical link between our company and our customers and field partners. You are the key to how Assurance can h…

Basic self-troubleshooting steps: Please try basic troubleshooting steps first: Deleting Data and allowing Site Settings: Go into your URL Settings on your Chrome tab for the Delta Dialer Click on Site Settings …

Hello Awesome Assurance Guides! :star: This is a great resource for you to hear sample calls. The Top Guide Calls section will show what you should say on calls and the Calls for Discussion section will help you see wha…

Why is it important to use Rebuttals? A large number of transfers that lead to policy assists come from the effective use of rebuttals. When a customer objects, many guides may instinctively give up. However, using rebu…

If you choose to provide services for Assurance, the client program metrics are as follows: If performance for any individual category falls outside the Tenured range maximum or minimum target of your business on a week…

Hello Awesome Assurance Guides! :smiley: This LON resource houses 5 different form links below that you may use to record certain information. The Shopper Complaint/Escalation Form (When a Shopper has a complaint. …

Verification and Confirmation per Line of Insurance Please make sure your business is aware that some of this information includes new updated requirements and your business is required to follow them. Items in BOLD ar…

Slack Best Practices While using Slack, you will want to ensure you are viewing the icons associated to the ARA on duty in Slack or your assigned Mini Nation lead. Here is the breakdown of the icons used on this program…

spanish_callers_112123.pdf (186.2 KB) AIQ has no translating services other than Spanish languages for some Lines of Insurance. Please politely disconnect and disposition callers that speak another language as Not …

Assurance IQ - Rapid Response Guide To use this resource, please select the arrow to the left of the question and the answer will appear in the drop down. For real-time on the call questions you have and the answer i…

Hello, Awesome Assurance Guides! Your Guide Score is a gateway to potential growth for your home-based business. An increase in your Guide Score can lead to better leads in terms of both quantity and quality. This sco…

Hello Awesome Assurance Guides, This line is ALL about performance! As your Guide Score increases, so does the amount and quality of your leads! A high transfer rate contributes to your Guide Score. However, your poli…