The problem I have been having is from there. I can do ome quotes without much information. Most of the info I can get online from our appraisal district, but autos are another story.
If the customer is interested, do you get their ssn, dl and dob over the phone? Are the reluctant?
When you get x-dates are you just setting up time to call them in the future?
We only request ss number ect... after giving the quote and the customer has agreed to apply. Naturally, the initial quote is based on the info they provide. And sometimes...Junior has a ticket that Mom and Dad did not know about.