शिक्षक के रूप में पंजीकरण करें
Unknown Story
स्टोरीबोर्ड पाठ
- 1
- Ian wishes to purchase some D&O insurance for the company Data Analytics Inc where he is a risk manager so he approaches his local Californian broker.
- Hi Amy, it's Ian. I would like to get a quote for D&O insurance for the company. but we have an ongoing employee grievance case that might cause a problem.
- 2
- Hi Ian, I would be happy to help! Lets get the details to put into the Acord form first
- Now that's all filled in and I will send it to some underwriters who I think will provide a quote despite the employee grievance.
- 3
- I am reviewing this new submission but I will need more details before providing a quote. I can see the broker, Amy, is online so I can just send her a message
- Una is one of the underwriters to receive the form from Amy and she uses Teams Acord
- 4
- Hi Una. Yes, we would be happy to provide further detail.
- I am free for a call now and I know Ian is around so could also bring him in.
- It might be easier to discuss via a video call. When are you available?
- Hi Amy, I have just reviewed the Acord form for Data Analytics Inc D&O quote. They have a current employee grievance case which would usually be rejected but if you could provide some further detail, I can review it again.
- 5
- ...thank you for providing the additional details. With a few conditions, I can provide you with a quote .
- 6
- I believe Una has provided the best quote option out of the underwriters.
- Great, thanks Amy! I am happy with T&Cs and the premium so let's go ahead.
40 मिलियन से अधिक स्टोरीबोर्ड बनाए गए
कोई डाउनलोड नहीं, कोई क्रेडिट कार्ड नहीं, और कोशिश करने के लिए किसी लॉगिन की आवश्यकता नहीं है!
