VTI Service Script Service Script Service intake form for Client account managers, receptionist, VA support etc. "*" indicates required fields Hi, my name is {Your Name}. Thank you for calling Valley Trucking Insurance. How may I hep you today?* New Trucking Quote Make a payment Make a change File a Claim Request a Certificate of Insurance Insurance Company representative calling our agency Great may I get your first and last name please?* First Last VTI Client's Company/Business name?Thank you very much. What is the best phone number to reach you at in case we get disconnected?*Lastly what is your preferred email so we can send you the requested items at the end of this call?* We would love to help you with a quote for your trucking company.How did you hear about us?What is your company name?What is your DOT number?What state is your business located in? Add RemoveHere you will send a message over to the Trucking Team General channel to see if anyone is available for a call in quote. IF you are unable to get a producer on the phone let them know that someone will be in touch very soon and we will get the process started right away. Were you referred to us? Yes No Who was the agent that referred you?Brandon BabinskiBrian RhodesBryan DillmanCameron PechiaChristopher SaboJeff AndersonMcKinzee AdamsRon BaylisRyan YoungSteven San MiguelDoug BoothYou need to make a payment...Great let me help you with that. Progressive Insurance- https://www.foragentsonly.com/login/ Phone: (877)776-2436 Great West Casualty - https://portal.gwccnet.com/ Phone: (800)552-9130 Berkshire Hathaway - https://www.bhhc.com/ Phone: (877)680-2442 Capital Premium Finance - 1-800-767-0705 https://capitalpremium2.epaypolicy.com/ IPFS - https://www.ipfs.com/ Phone: (800)234-7373 Agency needs to collect money - https://alllinesinsure.epaypolicy.com/ Look up their policy in our system and find out where you need to apply the payment information. Once you locate the correct policy you need to login to the correct insurance carrier or premium finance company to review payment information. Make sure you go over the current bill with them to make sure the amount sounds correct. Great you need to make a change to your policy Change address Add/remove driver Quote to add/remove driver Add/remove truck or trailer Quote to add/remove truck or trailer Update contact information Update billing information Cancel your insurance policy Question about existing policy or renewal Certificate of Insurance with additional requested items other than simple AI cert Other Determine what type of change(s) the client needs to make for the client. Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Add/remove driver(s)Add or RemoveFirst NameLast NameDriver's license State and DL#How many years of CDL experienceHire Date Add RemoveQuote to Add/remove driver(s)Add or RemoveFirst NameLast NameDriver's license State and DL#How many years of CDL experienceHire Date Add RemoveAdd/remove truck(s) or trailer(s) *If requesting to remove a vehicle see descriptionAdd or RemoveYearMakeModelVIN Add RemoveIf you are getting a request to remove a vehicle please request that they send a copy of a Bill of Sale or a Lease Termination on that vehicle. They can email that over to VTIService@ValleyTruckingInsurance.comAdd/remove truck(s) or trailer(s)ValueValue of an permanently attached equipmentLien holder name and address Add RemoveQuote to Add/remove truck(s) or trailer(s)ValueValue of an permanently attached equipmentLien holder name and address Add RemovePhoneEmail Update billing informationcardholder nameCredit/debit card numberCredit/debit card expiration dateCredit card/debit card cvv #Billing address if different than what we have on file Add RemoveUpdate billing informationBank Account nameAccount numberRouting number Add RemoveCancel your current insurance policy...What date would you like us to cancel your insurance policy?*If they have federal insurance filings they will require 35 days minimum to cancel the insurance policy unless the insured can provide a declarations page of the same or better coverage in order to cancel. Request a copy of replacement insurance along with the signed LPR that you send the client. Other type of change details here.Place the other type of change request here.Certificate of Insurance with additional requested items other than simple AI certWill be request to add lienholders Will be request for certificates of insurance with additional insured, waiver of subrogation, primary and non contributory wording request. Additional interest or loss payee request for trucks and trailers Required printed endorsement included with the certificate request. Question about existing policy or renewalFile a Claim. *First ask them how they are or the driver is! Find if they are ok and show sympathy here.Date of LossTime of Day of LossInsured's vehicle that was involvedInsured's Trailer that was involvedWhat Cargo was being hauledLocation (Exact as possible including mile marker etc.) Add RemoveDuring a claim this is our opportunity to shine! This is what they purchased their insurance for so we want to make this process as smooth and pleasant as possible. Remember they just experienced a tragic loss or interruption of some sort to their business. File a Claim. *First ask them how they are or the driver is! Find if they are ok and show sympathy here.Point of Impact: (describe where the damage is on the insureds vehicle first) (IE IV collided with CV in intersection, POI: IV front drivers fender to CV front of vehicle)Collision deductible (lookup in our system)Comp deductible (lookup in our system)Other coverage that might apply Add RemoveDuring a claim this is our opportunity to shine! This is what they purchased their insurance for so we want to make this process as smooth and pleasant as possible. Remember they just experienced a tragic loss or interruption of some sort to their business. File a Claim. *First ask them how they are or the driver is! Find if they are ok and show sympathy here.Police/fire report filed?If Y, which PD or FD, and report #:Any violations/tickets issued and to whom:Is IV still drivable?: (NOT DRIVABLE IF LEGAL LIGHTS DAMAGED, IE Headlights at night, brake lights) If not drivable, what is its current location (side of road, tow yard, etc): Add RemoveDuring a claim this is our opportunity to shine! This is what they purchased their insurance for so we want to make this process as smooth and pleasant as possible. Remember they just experienced a tragic loss or interruption of some sort to their business. NOT A QUESTION TO CLIENT****SEE Description and go to Hawksoft to gather details****Insurance Company NamePolicy NumberClaims Phone number Add RemoveWhoever is taking this call go into HAWKSOFT and gather the insurance company name, policy number and claims phone number from Hawksoft and input here.File a Claim. *First ask them how they are or the driver is! Find if they are ok and show sympathy here.Provide adjuster's name, contact time frame, and contact info if filed online, attach to HS Add RemoveDuring a claim this is our opportunity to shine! This is what they purchased their insurance for so we want to make this process as smooth and pleasant as possible. Remember they just experienced a tragic loss or interruption of some sort to their business. Request a certificate of insuranceVTI Client Company nameVTI Client policy number(s)Certificate holder company nameCompany addressCertificate holder emailDo they need to be added as additional insured? Yes or NO? If yes please email a copy of the insurance requirements to us at VTIService@ValleyTruckingInsurance.comDid they request any special wording? If so what are they requesting?Is this certificate for a financial institution or a broker providing a load to our trucking company? If the cert if for a Financial Institution please send request to Client Account Manager to process Add RemoveInsurance Company rep calling our agencyPlease take down all of the information and find out who the correct person is and pass the message to them to call the rep back.
