Page 10 - Sales and Operations Handbook for Managers.pdf

NOTE: If an existing customer, Sales agent should search

for customer information in Freshworks and verify

contact details (email and mobile phone number).
Update as needed. If the agent sees that the email is

listed with “No Email” on an existing profile, they should

ask the customer for an updated email address and

change the dropdown from “No Email”

NOTE: Freshworks only requires the contact details of the

primary driver. If there are multiple drivers, then add

other insured driver’s information into TurboRater.

For existing customers, there are two types of scenarios in
Freshworks.

First scenario: an existing customer with no quote details

in Freshworks. The existing customer will have contact

information in Freshworks and the Sales agent

will have the option in Freshworks to “Create Quote”.
Second scenario: an existing customer that has previous

quote details in Freshworks. The existing customer will

have quote details and the Sales agent

will be able to click “View in TurboRater” to access

their existing quote information.