Welcome/Intro to session
General questions (5-10 minutes)
- How often to you quote classic or enthusiast vehicles on average?
- Who in your office typically works on quotes for your customers?
- When quoting, do you tend to keep customers on the phone or generate a quote and then call to discuss?
- How do you typically share quote information with customers? (Email, text, verbal?)
- When completing quotes, do you usually have your customers email address?
Scenario 1: Agent Onboarding (15 minutes)
As a State Farm agent, before you are able to sell Hagerty Drivers Club to your customers you must complete an onboarding intended to get you ready to sell. Imagine you’ve just received an email from State Farm with a link to complete the onboarding.
Click through the prototype while sharing your screen. Think out loud as you review each screen and share your impressions of what you are looking at.
Follow-up questions
- What did you recall about the benefits of HDC to your clients ?
- Would you feel confident discussing benefits to the customer ?
- Is it clear to you how to complete your onboarding tasks?
Scenario 2: MVP insurance flow (15 minutes)
Pretend you are quoting a new insurance customer a classic car policy, you’ve just finished entering their household, vehicle and coverage information proceed as you usually would…
Click through the prototype while sharing your screen. Think out loud as you review each screen and share your impressions of what you are looking at.
Follow up questions