Producer ClosingPRODUCER INFORMATIONPRODUCER*Jack WingateMike ReeseJared BellmundAJ BrowerBill HeasleyLEAD TYPE | LINES OF BUSINESSWhat Type Of Insurance Are You Looking For?* Personal BusinessINSURED | CONTACT INFORMATIONInsured Name First Last Business NamePrimary Business Contact First Last Mobile PhoneEmail Opportunity InformationLead Type*New To ALLCHOICEAdd'l Customer PolicyEffective Date (NEW Sold Date) Date Format: MM slash DD slash YYYY PL NEW Premium - SoldCL NEW Premium - SoldEffective Date (Account Round Date) Date Format: MM slash DD slash YYYY PL Account Round Premium - SoldCL Account Round Premium - SoldPOLICY INFORMATIONPersonal Policy Type(s) AUTOP HOME PUMBR RENTAL PROPERTYBusiness Policy Type(s) AUTOB BOP | CPKGE | GL WORK CUMBR PROFMISC ITEMSPay PlanAnnualMonthly EFT/DraftFinanced (Brokered Business)OtherProvide Pay Plan SelectedPay Plan | Payment InformationExample - enter Routing & Account NumberCoverage Limit(s) & Options Confirmation & NotesPlease make sure we know what coverages or options are needed (if multiple options were presented)Carrier / Brokerage NotesProvide any relevant info if you spoke with an Underwriter about risk (example - % credit authorized by underwrite)All Other NotesPut anything else you want hereProcessor To-Do'sPlease check ALL Items that need to be doneCheck What Needs To Be Done! Select All Send UW Link | Confirm UW Link Sent Confirm Underwriting Questions Answered Send Application For Signature Signed Application Received Set Up QQ Contact | Confirm QQ Contact Set Up Pending QQ Policy | Confirm QQ Policy Set Up Attach Apps / Files TO QQ Issue Policy | Confirm Issuance Make Down Payment (if Applicable) Send Trailing Docs (if Applicable)Post Issuance NotesDo we need to do anything special for the customer after issuance (send cancellation request | immediate COI needs | etc)Attach Relevant Files Drop files here or Includes Proposals, Other Carrier Decs, any file that you want in the management system ShareFacebookTwitterLinkedInMorePinterestRedditEmailPrint
