UBI Program Job Aid - Agent and Customer Process Overview

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UBI Program Job Aid - Agent and Customer Process Overview
Usage Based Insurance (UBI) Program Job Aid
Agent & Customer Process Overview
Agents:
1.
Check their VIN eligibility (www.aaa.com/SMARTtrek-VET)
2.
In PAS, select the Telematics Participant discount on the Vehicle page
3.
Verbally review Terms & Conditions and bind the policy
4.
Explain customer steps (below)
GOAL: Customers to complete web
registration steps within 5 days, then
plug-in device within 5 days.
5 registration days + 5 mail days + 5
plug-in days = 15 days
Customer:
1.
Will receive welcome email with 2 links: AAA.com and registration for SMARTtrek
2.
Create online account at aaa.com (may need to create an account if do not already have one)
3.
Register and accept Terms & Conditions at SMARTtrek website
4.
Receive and plug in OBD device in vehicle, keep it installed for entire policy term
Agents:
Select Discount
Check VIN
Eligibility
Review Terms &
Conditions
Explain
Customer Steps
Customer:
Encourage customer to complete these steps within 15 days!
Open Welcome
Email
Create Account
aaa.com
Register on
SMARTtrek website
Register before
Policy Effective
Date plug day 23
or lose discount
Plug in device
Keep it installed
Plug in before
Policy Effective
Date plus day 33
or lose discount

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