Producer ClosingLEAD SOURCE INFORMATIONWhere Did This Client Come From?*Google - Search EngineReferral - ClientReferral - RealtorReferral - Loan OfficerReferral - Closing AttorneyReferral - Insurance AgentReferral - OtherSocial Media - FacebookSocial Media - InstagramSocial Media - Linked InOtherWho Referred You? First Last Referral NotesPlease include relevant info on the referral - was it a current client, another insurance agent, loan officer, realtor, closing attorney, etcPRODUCER*Jack WingateMichael ReeseJared BellmundAJ BrowerBill HeasleyLEAD TYPE | LINES OF BUSINESSWhat Type Of Insurance Are You Looking For?* Personal Business L&H LinesINSURED | CONTACT INFORMATIONInsured Name First Last Business NamePrimary Business Contact First Last Mobile PhoneEmail POLICY INFORMATIONEffective Date Date Format: MM slash DD slash YYYY PL Premium - SoldCL Premium - SoldPersonal Policy Type(s) AUTOP HOME PUMBR RENTAL PROPERTYBusiness Policy Type(s) AUTOB BOP | CPKGE | GL WORK CUMBR PROFLife & Health Policy Type(s) LIFE LTC ANNUITY OtherMISC 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 Set Up QQ Contact | Confirm QQ Contact Set Up Pending QQ Policy | Confirm QQ Policy Set Up Send Application For Signature Signed Application Received 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 This iframe contains the logic required to handle Ajax powered Gravity Forms. ShareFacebookTwitterLinkedInMorePinterestRedditEmailPrint
