Support Agent Training Portal
Master Daily Event Insurance in 8 comprehensive modules
Onboarding Checklist
2 of 8 completed
Progress
Training Modules
Insurance Fundamentals
Understanding event insurance, coverage types, and basic concepts
Coverage Deep Dive
Detailed breakdown of liability, medical, property, and cancellation coverage
Pricing & Underwriting
How pricing works, risk factors, and quoting best practices
Technical Integration
API documentation, widget implementation, and webhook setup
Claims Processing
How to support customers through the claims process
Compliance & Regulations
State requirements, disclosure rules, and legal obligations
Response Templates
Coverage Inquiry
Customer asks if their specific activity is covered
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Hi [Customer Name], Thank you for your interest in Daily Event Insurance! We provide coverage for [activity type] events with the following protections: • General Liability: Up to $2M per occurrence • Participant Accident Medical: Up to $25K per person • Event Cancellation: Coverage available for weather/venue issues Your specific activity falls under [risk category], and coverage is available starting at $[price estimate] for [participant count] participants. I'd be happy to provide a detailed quote. Can you share: 1. Event date and location 2. Expected number of participants 3. Any special equipment or activities involved Looking forward to protecting your event! Best regards, [Your Name]
Pricing Question
Customer thinks the price is too high
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Hi [Customer Name], I understand you're looking for the best value for your event protection. Our pricing is based on several factors that directly reflect the risk: • Event type and activity level • Number of participants • Coverage limits • Location and duration For your [event type] with [X] participants, the $[amount] premium provides: ✓ $2M general liability protection ✓ $25K medical coverage per participant ✓ Legal defense costs included ✓ Claims support with 24/7 access Many partners find that this peace of mind is invaluable – a single injury claim without insurance could cost $15,000-$50,000 out of pocket. Would you like me to explore options to adjust coverage limits or see if there are any applicable discounts? Best, [Your Name]
Claims Support
Customer needs help filing a claim
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Hi [Customer Name], I'm sorry to hear about the incident at your event. I'm here to help you through the claims process. Here's what you need to do next: **Immediate Steps:** 1. File a claim at [claims portal URL] using policy #[POLICY_NUMBER] 2. Gather incident documentation: - Photos of the scene/damage - Witness statements if available - Medical records (for injury claims) - Receipts for expenses **What to Expect:** • Claims are reviewed within 2-3 business days • You'll receive status updates via email • Average processing time is 5-7 days after approval **Important Notes:** - File within 30 days of the incident - Our 24/7 claims hotline: [phone number] - Track your claim status in the portal anytime I've also attached a claims checklist to ensure you have everything needed. Please don't hesitate to reach out if you have questions during the process. We're here to support you, [Your Name]
Technical Integration Help
Partner having trouble with API integration
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Hi [Partner Name], I'd be happy to help troubleshoot your integration issue. **Quick Diagnostics:** 1. Are you using sandbox or production credentials? 2. What HTTP status code are you receiving? 3. Can you share the request payload (remove sensitive data)? **Common Solutions:** • **401 Unauthorized**: Check that you're using the correct API key in the Authorization header: "Bearer YOUR_API_KEY" • **400 Bad Request**: Verify all required fields are included (event_name, date, location, participant_count, activity_type) • **Rate Limit**: Standard limit is 100 req/min – contact us if you need higher limits **Resources:** 📘 API Documentation: [docs URL] 🛠️ Sandbox Testing: [sandbox URL] 💬 Technical Support: [support email] I'm also available for a screen share session if you'd prefer live assistance. Let me know what works best for you. Best regards, [Your Name] Technical Support
Refund Request
Customer wants to cancel and get a refund
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Hi [Customer Name], I can certainly help you with your refund request for policy #[POLICY_NUMBER]. **Refund Policy:** • Full refund: 30+ days before event date • 90% refund: 8-29 days before event (10% processing fee) • No refund: Within 7 days of event or after event date Your event is scheduled for [DATE], which is [X] days away. **You're eligible for: [REFUND TYPE]** To process your refund: 1. Confirm you'd like to proceed with cancellation 2. Refunds are processed within 5-7 business days 3. Funds return to the original payment method **Before You Cancel:** Is there anything we can help with? Many customers have concerns we can address: - Need to change the event date? We can update the policy - Worried about pricing? Let's review your coverage options - Technical issues? Our support team can assist Please let me know how you'd like to proceed. Best regards, [Your Name]
Enterprise Inquiry
Large organization inquiring about partnership
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Hi [Contact Name], Thank you for your interest in partnering with Daily Event Insurance! For organizations like [Company Name] with [X] locations/events, we offer **Enterprise Partnership** benefits: **What's Included:** ✓ Custom commission structure (up to 35%) ✓ White-label branding with your logo ✓ Multi-location centralized management ✓ Dedicated account manager ✓ Priority support with 2-hour response SLA ✓ Custom API rate limits ✓ SSO integration (SAML/OAuth) ✓ Quarterly business reviews **Next Steps:** 1. Discovery call to understand your needs (30 min) 2. Custom pricing and solution proposal 3. Technical integration planning 4. Onboarding and training for your team I'd love to schedule a call this week. Does [day/time] or [day/time] work for your calendar? In the meantime, here are some resources: 📊 Enterprise One-Pager: [attachment] 📹 Platform Demo Video: [link] 💼 Case Study: [similar company] Looking forward to partnering with you! Best regards, [Your Name] Enterprise Partnerships
Quality Assurance Guidelines
Response Time Standards
Respond to customer inquiries within these timeframes
Communication Quality
Maintain these standards in all customer interactions
Resolution Metrics
Strive to resolve issues effectively
Certification
Complete all training modules to unlock the certification exam. Passing score: 80%
Complete 5 more modules to unlock
Escalation Procedures
Technical Issues
- 1Verify issue in sandbox environment
- 2Check API status page for known issues
- 3Review error codes in documentation
- 4If unresolved after 30 min, escalate to Technical Support
Claims Disputes
- 1Review claim decision with customer
- 2Verify all required documentation was submitted
- 3Explain appeal process if applicable
- 4Escalate to Claims Manager for complex disputes
Billing & Payment Issues
- 1Verify transaction details in partner dashboard
- 2Check for payment processing errors
- 3Confirm commission calculations
- 4Escalate to Finance team for discrepancies
Legal & Compliance Questions
- 1Review compliance documentation
- 2Check state-specific regulations if applicable
- 3Do NOT provide legal advice
- 4Immediately escalate to Legal team