There have been a few changes recently to how you can introduce Q Report to your clients.
Scroll down to experience the new way to protect your customers.
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The Q Report Journey
Jeweller
Jeweller Introduces Q Report
ASK
“Have you thought about insurance to protect your new purchase?”
BROCHURE
“Here’s a brochure from Q Report. You may want to look at whether it suits your needs.”
Client is Interested in Protection
Jeweller inputs basic client details into the Q Portal to email an indicative quote and “Customer Information” to the client.
1
Deposit Stage
Client
Client places a formal order to purchase jewellery (e.g. pays a deposit)
2
Deferral Stage
This stage lasts 4 days.
Client cannot be sold an insurance policy during this 4 day Deferral Stage and we can only communicate with the client in writing e.g. email or SMS
3
Pickup Stage
Reminder
Client will receive an email on the morning of pickup with a quote reminder.
Jeweller can provide written quote to the client again if required although should not verbally talk about the insurance unless the client raises it.
Jeweller can request policy if the client would like to purchase a policy.
This can be done via the
Q Portal.
Policy Payment is made.
Client makes full payment for the jewellery.
Client is insured before they walk out the door.
Thank you!
Please review a few
house-keeping notes below.
The Deposit Stage
For your client to be covered from the moment they collect the item, you need to introduce Q Report at the Deposit Stage.
This ensures that your client has all the information necessary to make an informed decision during the 4 day Deferral Stage and can get insured when they collect their jewellery.
If you forget to introduce it at the Deposit Stage, make sure to do so at least 4 days prior to collection so that the client receives their quote and "Customer Information" email and can be protected from the moment they collect the item.
Important
Remember, you cannot give any insurance advice. You are simply introducing the client to Q Report. If the client asks you for more information on insurance, simply refer them directly to us (1300 882 018 or qreport.com.au) and we’ll handle any further queries.
