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Geek Squad Insurance Sales Validation Checklist

by Christopher Camilleri, from the Community

Downloads: 10+
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This Geek Squad Insurance Sales Validation checklist helps consultants conduct compliant point-of-sale insurance discussions. It covers establishing customer needs and suitability, avoiding incentives, clearly explaining optional coverage and purchase windows, exclusions, and excesses, and confirming informed consent. It reinforces clear communication about upfront and ongoing payments, and proper documentation, including signed certificates and providing customers with digital or printed copies. Use it to standardize quality and compliance for each sale.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.