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Adding a Perm Driver

  • Updated

Adding a permanent driver - Live Chat question set

 

  1. How can I help you today? 
  2. To complete our data protection checks, can you confirm your postcode and date of birth please? IF DPA IS COMPLETED 
  3. Thank you {{visitor_name}} that matches the information we have for you. 
  4. I can help you with that today. Just before we get started, please take reasonable care to answer all the questions honestly and to the best of your knowledge. If you don’t, your policy may be cancelled, or treated as if it never existed, or your claim rejected or not fully paid. 
  5. I am happy to give a quote for this, first I will need to take the drivers details. I will give you a list of the information we need, have a check through to make sure you have all of this to hand. 
  6. If you don’t have some of the information, I won’t be able to give you a quote right now. Don’t worry though, I can email the questions to you, and you can reply with all the answers. 
  7. In order to give you a quote today we need the below information: 
 

  • Driver Name: 

  • Date of Birth:  

  • Occupation:  

  • Marital Status: 

  • Will the driver be a frequent or casual driver? 

  • Does this driver need to commute to work in this car? 

  • Will this driver use this car for any business purposes? 

  • Relationship to Policyholder (Spouse, Friend, Child, Sibling): 

  • What type of licence do they hold? (UK/EU/International/Full/Provisional):  

  • Length of time driving licence is held:  

  • Is the driver a UK resident?  

  • Has the driver had any accidents or claims regardless of blame in the last 5 years?  

  • Has the driver ever had any convictions, been disqualified or do you have any prosecutions pending?  

  • Has the driver had any fixed penalty offences in the last 5 years?  

  • Does the driver have any medical conditions or disabilities which the DVLA need to be aware of?  

  • Has the driver ever had insurance cancelled, refused or declined?  

  • Has the driver had any increased premiums or special terms imposed on an insurance policy?  

  • Does the driver have any non-motoring (criminal) convictions?  

  • Car registration driver will be added to:

  •  
  • 8. Do you need to make any other changes today? 
  • 9. Please keep this chat open while I get your change of vehicle quote ready, this will take a few minutes. 
 

  1. 10. I have quotation for ready for you: 
    Adjustment: Permanent additional driver 
    Cover dates: From DD/MM/YYYY to DD/MM/YYYY 
    Excess Amount: 
    Additional/Return Premium (incl IPT):£XX.XX 
    Stroll Admin Fee:£20.00 
    Total Charge:£XX.XX 

 

  1. Would you like me to proceed with this change? 

 

  1. 11. I can send you a link by text message to pay this now or this can be added to your monthly direct debit. Which would you prefer? 

 

  1. 12. DD – Thank you, that amount has been added to your monthly payments. Your finance is provided by Close Brothers Premium Finance. As part of the process Close Brothers may use credit scoring, credit reference agencies and automated decision-making systems to assess the affordability of your application. Close Brothers will then write to you with updated information about your loan. It is important to read this and if you have any queries let us know.   

 

  1. 13. I can send you a link by text message to pay this now. Is this the correct mobile number for you (insert phone number)? 

 

  1. 14. Please keep this chat open while I wait for payment confirmation, it may take a few minutes. 

  1. 15. Thank you for waiting, your payment has been received! 

  1. 16. Unfortunately, that payment wasn’t successful, would you like me call you to make the payment? 

  1. 17. You will receive a confirmation email today with a link to your customer portal. Your new insurance documents will be there under “upcoming documents”. Please check your documents carefully to ensure the information enclosed is correct. The email address we have on file is (insert email) 

  1. 18. Is there anything else I can help you with today? 

  1. 19. Thanks for contacting us, have a lovely day! 

Macro add a driver

MTA::Info request::Perm Driver

Link to a form with question set to be added

Hi XXXXX,

Thanks for getting in touch. To add a permanent driver to your policy just click on this link and complete the form. 

When we receive this, we will run through a quote for you and send it back via email. Just reply to that email or you can open a live chat to discuss with us.

Please take reasonable care to answer all the questions honestly and to the best of your knowledge. If you don’t, your policy may be cancelled, or treated as if it never existed, or your claim rejected or not fully paid. 

We look forward to hearing from you, if you need anything else let us know.

Many thanks

 

MTA::Info request::Perm Driver no form alt

 

Hi XXXXX,

Thanks for getting in touch. To add a permanent driver to your policy just reply to this email with the below info:

 

Full name of driver to be added to your policy   
Their date of birth   
Their occupation   
Their marital status   
Their relationship to you   
Their licence type – UK/EU/International/Provisional or Full UK   
How long have they held their license?   
Are they a UK resident?   
Will the driver be a frequent or casual driver of your car?   
State what this driver will use your car for – social driving, commuting, business use?   
Has the driver had any accidents or claims regardless of blame in the last 5 years?    
Has the driver ever had any convictions, been disqualified or do you have any prosecutions pending?    
Has the driver had any fixed penalty offences in the last 5 years?    
Does the driver have any medical conditions or disabilities which the DVLA need to be aware of?    
Has the driver ever had insurance cancelled, refused or declined?    
Has the driver had any increased premiums or special terms imposed on an insurance policy?    
Does the driver have any non-motoring (criminal) convictions?    

 

When we receive this, we will run through a quote for you and send it back via email. Just reply to that email or you can talk to us on live chat.

Please take reasonable care to answer all the questions honestly and to the best of your knowledge. If you don’t, your policy may be cancelled, or treated as if it never existed, or your claim rejected or not fully paid.

We look forward to hearing from you if you need anything else let us know.

Many thanks

MTA::Quote Reply::Perm Driver AP

Hi XXXXX,

Good news! Your quote to add a driver is ready.

There is an additional charge of £XX.XX which includes our £20.00 admin fee. This will cover you from the above date until your policy is due for renewal with us.

What do I do next?

Please reply to this email or talk to us on live chat Car Insurance Quotes NI | Stroll Insurance to advise if you would like to proceed with this change. Please note we cannot process any changes without confirmation from the policyholder or an authorised nominee. 

How do I make payment?

Once we receive confirmation to process the change, we can send you a link via text or email to make payment. 

If you pay by monthly instalments this amount will be added to your finance agreement. Close Brothers will be in touch to advise of your new direct debit amount. 

If we do not hear from you, we will not make any changes to your policy. We cannot backdate cover and so immediate changes will take effect as soon as payment has been received.

We look forward to hearing from you if you need anything else let us know.

Many thanks

MTA::Quote Reply::Perm Driver RP

Hi XXXXX,

Good news! Your quote to add a driver is ready. 

There is a refund of £XX.XX which includes our £20.00 admin fee. This will cover you from the above date until your policy is due for renewal with us.

What do I do next?

Please reply to this email or talk to us on live chat Car Insurance Quotes NI | Stroll Insurance to advise if you would like to proceed with this change. Please note we cannot process any changes without confirmation from the policyholder or an authorised nominee.

How do I receive my refund?

Once we receive confirmation to process the change, we will process your refund. 

If you paid for your policy in full, the refund will be credited to the same card you used to pay with. If you paid by finance, your refund will be credited to your monthly instalments.

We cannot backdate cover and so immediate changes will take effect as soon as confirmation has been received.

We look forward to hearing from you if you need anything else let us know.

Many thanks

MTA::Quote Reply::Perm Driver Nil AP/RP

Hi XXXXX,

Good news! Your quote to add a driver is ready. 

There is no change in your premium for making this change. This will cover you from the above date until your policy is due for renewal with us.

What do I do next?

Please reply to this email or talk to us on live chat Car Insurance Quotes NI | Stroll Insurance to advise if you would like to proceed with this change. Please note we cannot process any changes without confirmation from the policyholder or an authorised nominee.

We cannot backdate cover and so immediate changes will take effect as soon as confirmation has been received.

We look forward to hearing from you if you need anything else let us know.

Many thanks

 

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