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Agents & brokers · 25 PRACTICAL QUESTIONS
Opportunity response and customer trust
Handle accepted requests, permitted contact, mismatches, complaints, restrictions and accurate outcomes.
Use current offer status, applicable agreements and the customer's actual permission. Free participation does not authorize resale, unlimited follow-up or unrelated use of information. Prioritize prompt professional service, accurate records and stop-contact requests; use support when an issue requires investigation or operational action.
Short answers, illustrative cases, preparation checklists and questions for qualified professionals. AI-assisted educational material; no individual licensed or legal review is claimed.
Question guideWhat should a partner do after accepting a customer opportunity?Respond promptly within the applicable process, respect permitted contact and record accurate outcomes.Question guideHow should a partner handle an opportunity outside appetite?Pass through the available process and give a factual mismatch reason.Question guideWhat if a partner is unavailable after accepting an opportunity?Use the proper status or support process promptly and clarify whether another eligible connection is needed.Question guideHow should partners record customer contact outcomes?Record what actually happened, distinguishing attempted contact, reached customer, useful discussion and later results.Question guideWhat should partners do when a customer says stop contacting me?Stop affected outreach and follow the marketplace and agency restriction processes.Question guideCan partners resell LunarQuote customer information?Do not treat receipt as unrestricted ownership or resale permission.Question guideHow should a partner respond to a customer complaint?Use the support and internal complaint processes, preserve relevant facts and prioritize the requested remedy.Question guideWhat does an expired opportunity mean for partner handling?Follow the displayed status and applicable process rather than assuming the original offer remains active.Question guideHow should partners treat shared versus exclusive opportunities?Review the actual offer and agreement rather than inferring exclusivity from an email.Question guideWhat should a partner do if customer information appears in the wrong account?Stop further access or sharing and report the issue through the security or support process.Question guideHow should partners use structured mismatch feedback?Choose the factual reason, such as wrong activity, size, state or missing information, and add a concise explanation.Question guideWhat if a customer says they never requested the connection?Stop affected contact and report the complaint with the request reference.Question guideHow should partners handle suspected fake submissions?Report the factual indicators through the abuse process and avoid further unnecessary disclosure.Question guideWhat customer information should partners keep out of analytics?Do not send names, emails, phone numbers, private request details or documents to general analytics tools.Question guideHow should partners report quote and bound results accurately?Record only outcomes actually confirmed through the applicable process.Question guideWhat if a partner discovers a duplicate opportunity?Flag the duplicate with references and avoid repeated outreach.Question guideHow should partners protect downloaded customer records?Limit access, storage and retention to appropriate authorized use.Question guideWhat should partners do during a LunarQuote routing pause?Respect the pause and current opportunity status, and follow support guidance for existing obligations.Question guideHow should partners manage follow-up frequency?Follow the customer's actual permission, preferences and applicable agreements.Question guideWhat if a customer requests removal of information already received?Use the appropriate privacy and support process and distinguish deletion from legitimate recordkeeping review.Question guideHow should partners prepare for account compromise?Maintain authorized recovery ownership and an incident process that can restrict access and preserve facts.Question guideWhat commercial terms apply during free partner participation?Review the current agreement and schedule rather than inferring charges from future pricing ideas.Question guideHow should agencies review partner response performance?Use aggregate acceptance, contact speed, useful connection and complaint outcomes.Question guideWhat should a partner ask before referring a request internally?Confirm the receiving staff member's authorization, relevant capability and applicable customer permission.Question guideHow can a partner create a reliable daily opportunity routine?Review active status, response deadlines, accepted requests, contact restrictions and unresolved issues.
Your next step
Describe your agency's real capability and availability. Customer sharing requires independent licensing verification and the applicable agreement. Early access is free; approval does not guarantee opportunities.
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