More Related Content Similar to Intro to Bolt 1.0 Starting from scratch, vehicles, drivers, insurance history.pptx Similar to Intro to Bolt 1.0 Starting from scratch, vehicles, drivers, insurance history.pptx (20) 1. © Elephant Insurance. Proprietary & confidential
© Elephant Insurance. Proprietary & confidential 1
BOLT
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© Elephant Insurance. Proprietary & confidential 6
Market Finder
• This page will present all available
carriers for state in which you are
quoting the Auto risk.
• Select “Get Quotes” to continue
Note: It is possible for carriers to DNQ
the quoted risk based on how the
interview questions are answered.
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© Elephant Insurance. Proprietary & confidential 7
Navigation Points
Left of the interview
Progress Bar
• Captures where you are in the quote flow.
• Is on each page of the interview
• You can toggle back to a previous stage
with a simple click
About this Step: Brief explanation on this
stage of the quote
Upper right-hand corner
Navigation Links
• Finish Later – Saves the quote
• Notes/Cases – Will take you to the notes
section to document the status of the
quote
• Stop Edit – will enable all fields on
retrieved saved quotes or will disable all
fields
• Home – will return to the Dashboard
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Customer Card
At any point during the quote flow, you may
click on the icon next to the customer's
name and a box will expand to show:
• Customer Name
• Address
• Phone Number
• Email Address
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© Elephant Insurance. Proprietary & confidential
Vehicles
9
Vehicle
The Vehicle stage of the Interview collects information pertaining to
the vehicle you are quoting
• You will see two options for entering vehicle information:
1. Search by VIN #
• Enter the vehicle identification number and the vehicle
details will populate
• Year, Make, Model and Body Style
2. Manually keying in the vehicle details
• Year, Make, Model and Body Style
Make sure you ask the customer how many
miles they drive one way to work and annual
mileage.
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“Was the car new when purchased?” will default to “yes”
Do not ask or change the selection.
Collect the month and year the vehicle was purchased.
Default the day of the month to “1”. Skip the optional “cost
new value” and “stated value”
Several optional fields should be skipped. Do not ask,
collect, or change the default info for this.
Don’t ask or collect information about custom equipment
and this point. You will probe on that once you bridge to a
carrier’s journey.
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Vehicle stage continued…
• After entering all the details
required for the first vehicle, you
will be able to add additional
vehicles by selecting
• “+ Add another vehicle”
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© Elephant Insurance. Proprietary & confidential 12
Adding Additional Vehicles
• The prior vehicle information will
collapse, and the same question
set will be asked for each
subsequent vehicle.
• If the “Add another Vehicle button is
clicked by mistake, you will be able
to remove it by clicking on the
“Remove” button.
• Up to 4 (four) vehicles can be
added to the bolt interview
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© Elephant Insurance. Proprietary & confidential 13
Operator
The Operator stage continues to gather information
of the driver(s) for this quote.
• Driver #1 will default to the name you entered for
the quote at the beginning of the interview
• Date of Birth
• Optional: SSN
• Gender
• Marital Status
• Highest level of Education
• Occupation
• Etc.
License status will prefill as “valid”. Still
verify license status and state.
License number is optional here, so you
can wait to collect it once you bridge over
to a carrier’s journey.
BOLT will not allow you to quote a driver who has a permit or not licensed, even though
we work with carriers who an write this risk. So, quote with valid and updated when you
bridge over.
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© Elephant Insurance. Proprietary & confidential 14
• After entering all the details required for
the first driver, you will be able to add
additional drivers by selecting
• “+ Add another driver”
Operator stage continued…
• You do NOT have to ask about defensive
driving course or license being suspended
or revoked. Click no for financial
responsibility unless customer brings it up.
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Adding Additional Drivers
• The prior driver's information
will collapse, and the same
question set will be asked for
each subsequent driver.
• If the “Add another driver button
is clicked by mistake you will be
able to remove it by clicking on
the “Remove” button.
• Up to 4 (four) drivers can be
added to the bolt interview
16. 16
© 2020 bolt US
Adding Driving Activity
Driving Activity
To add driving activity, click on the
check box next to the applicable
field
• Accidents
• Violations
• Losses
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© Elephant Insurance. Proprietary & confidential 17
The Policy stage will ask questions
regarding:
• Date this policy should begin
• Type of residence
• Customers current auto insurance
provider
• Current auto insurance expiration date
• Number of years with prior auto carrier
• Prior personal auto liability limits
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© Elephant Insurance. Proprietary & confidential
Currently Insured
18
Enter their current insurance company.
If not on the list: select “Other Standard”
“How long were you with your previous company?”
“When was the last time you had a lapse in coverage?”
Or
“How many years have you had insurance without a
lapse?”
“When does your current policy expire?
Default annual premium to $1
Enter the customer’s current BI limits:
If unknown, enter the state minimum limits.
Cancelled/declined/refused to renew:
Select “no” without asking
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© Elephant Insurance. Proprietary & confidential
Lapse of Coverage less than 30 days
19
Enter their previous insurance company.
If not on the list: select “Other Standard”
“How long were you with your previous company?”
Match the number of years from the previous question.
Enter the first of the current month
(or the 15th of the month prior if it is the 1st)
Enter Non-Payment
Current annual premium
Default to $1
Enter the customer’s most recent BI limits
If unknown, enter the state minimum limits.
Cancelled/declined/refused to renew
Select “no” without asking
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© Elephant Insurance. Proprietary & confidential
Lapse of more than 30 days
20
Select No Prior Insurance
Enter Non-Payment
Cancelled/declined/refused to renew
Select “no” without asking
Editor's Notes Lets talk about doing a quote in BOLT! You can use BOLT starting out if you don’t use V9 when starting or you would use BOLT to quote another carrier if Elephant is not a good fit for the customer. You would search the customer’s name and click on the BOLT option if an account comes up. If there is no account you would click on the BOLT home button and start from scratch. Once clicking the bolt home button it will land you on this page, where you would sign in with your information. Once you sign in it will land you on the BOLT homepage, you would want to click on quotes on top and then click new quote. You will then put in the customer’s information and click add. If the customer does not have an email address you can put in "bolt@elephant.com." You For the vehicles detail page You will collect drier information here , Be aware that license status will prefill as valid, but you still need to verify this information. Date first licensed will also prefill to the age they were 16 so make sure you ask open ended what age they first got their license and make any adjustments if necessary. When did it happen? Enter the approximate date to the best of the customer's knowledge. Use "1" for the month/day if the customer does not remember.
Accident description: Select either "At Fault With No Injury" or "Not At Fault" depending on the customer's description of the incident
Payout amounts: Enter the amount to the best of the customer's knowledge
If the customer doesn't know the payout amount, enter $5000 if at fault or $500 if not at fault. (Enter $0 for any personal injury payout)
Vehicle involved: Select a vehicle from the policy or choose "no longer owned" depending on the customer's response.
You will ask when they want the policy to start if they don’t give you a date advise for quoting purposes, we will set it for next day. Ask about residential status. The BOLT interview always asks if the customer currently has Homeowners/renter policy. You can put other standard for home if they do have home/renters insurance.
If the customer is currently in a lapse of coverage you would ask who their previous insurance company was.
