Author Archives: Mandee

Non-Advised Sales

We are non-advised sales at my company. This means that we cannot give advise on the suitability of a product for a customer. We can ask questions to try and point the customer in the right direction, or to perhaps jog their mind, but ultimately it has to be the customer’s decision on whether somethingContinue reading “Non-Advised Sales”

Registering A Guarantee

A customer called me to register the guarantee on a new appliance she had. I informed her that I’d need a few details to register it. I asked for the model of the appliance. ‘Don’t you have that? I thought all the details would be on your system.’ She said. I answer the call byContinue reading “Registering A Guarantee”

I Understand Completely!

A customer said that she understood completely! Well I’ve heard that one many times over. ‘I’m an agent ringing on behalf of the landlord.’ She told me. ‘I want to know when the policy expires.’ I explained that we had no details of the agents on our system, and no permission from the policy holderContinue reading “I Understand Completely!”

Third Parties

I’ve mentioned before about third party callers and the fact that we can’t discuss policy details with them. Not without the express permission of the policy holder or a copy of the Power of Attorney. Most people understand this. It’s only the few that complain relentlessly trying to get us to back down. There areContinue reading “Third Parties”

Policy Or Not? That Is The Question

‘Do you have a policy?’ I asked the gentleman who phoned through. ‘Yes.’ He answered. ‘But it’s gone.’ ‘What’s gone?’ I asked. ‘The guarantee has gone.’ ‘So,’ I queried, ‘are you actually saying that you don’t have a policy?’ ‘No.’ I put the question a different way: ‘Do you want to get an engineer underContinue reading “Policy Or Not? That Is The Question”