Proactive Farmers Friendly Review (P-FFR)

Plan

Schedule

Prepare

Conduct

Finalize

Prepping & Contact Strategies

Prepare for the P-FFR

Agent Perform P-FFR

Document P-FFR in APEX & process changes

Develop your P-FFR Strategy

P-FFR’s are for gathering information and setting service expectations;

sales opportunities will arise from the process.

Plan

Develop your P-FFR Strategy

P-FFR Selection Strategies:

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• Renewal Date
• Alphabetical

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Doc. Video

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Organize P-FFR Process by Role :

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Team Member-

• Step 2 Schedule
• Step 3 Prepare
• Step 5 Finalize

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Agent-

• Step 4 Conduct P-FFR

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Determine How many P-FFR’s & When:

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• Time Block- Best days & time slots

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• Start with a manageable number per week.

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• Target number of P-FFRs per week

# of HH’s / 52 weeks

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Proactive Farmers Friendly Review (P-FFR)

Schedule

Prepping & Contact Strategies

Initial Contact:

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• P-FFR Contact: Methods, Scripts, & Cadence

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• APEX Quick Send P-FFR message

Doc. Video

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APEX Email Signature & Templates: Doc.

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Schedule:

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• Create a task in APEX

Doc. Video

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& calendar event for agent. (Consider using a schedule management system ie. Calendly)

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• Document New P-FFR and set status as Offered-Pending, Accepted, or Declined in their APEX account.

Doc. Video

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Proactive Farmers Friendly Review (P-FFR)

Prepare

Prepare for the P-FFR

Research the Household for changes:

• Review Latest Renewal
• Rate increases
• Coverage increases
• Lost Discounts
• Mileage changes
• Claims surcharges
• Added Drivers
• Tickets or Accidents

Prepare for the P-FFR:

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• Download and complete the Fillable P-FFR Worksheet for agent to use during FFR.

(should be done at least 2 days prior to appointment)

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• Give completed worksheet to agent for review.

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• Call or email client to confirm P-FFR appt.(should be done the day before)

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GWPC Reviewing H&A Renewal Transaction

Doc. Video

APEX View all policies in a HH Doc.

Proactive Farmers Friendly Review (P-FFR)

Quoting Changes to Premium (Pay Plan)

Comparing Cost Change Details

Conduct

Agent Perform P-FFR

P-FFR Framework:

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1. Reconnect & Update Info (vid)

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• Download & complete the Fillable Liability Exposure Worksheet (doc) &

How to Video: Liability Exposure W/S

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• Review Coverages & Discounts

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• ID New Opportunities P-FFR Life Pivots (docs & vids)

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• Set Follow Up if needed

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• Asking for Referrals (Video)

***CLICK HERE: To Access our full P-FFR Outline***

Proactive Farmers Friendly Review (P-FFR)

Finalize

Document P-FFR in APEX & process changes.

Document P-FFR:

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• Attach any documents from P-FFR to customer’s file. Including Prep W/S & Rejection form.

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• Document New P-FFR status as “FFR held” & add P-FFR Held date or log in interactions.

Doc. Video

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• Set expectation for / or schedule out: clients next P-FFR

Process Changes:

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• Process any changes that resulted from the P-FFR.

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• Follow up with customer to finalize and review changes.

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• Collect required signatures and documentation.

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Example GWPC Auto Changes:

Doc. Video

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Example GWPC Home Changes:

Doc. Video

Proactive Farmers Friendly Review (P-FFR)