Producer Closing Producer Closing Entry PRODUCER INFORMATIONPRODUCER*Jack WingateMike ReeseJared BellmundAJ BrowerBill HeasleyLEAD TYPE | LINES OF BUSINESSWhat Type Of Insurance Are We Writing?* Personal Business Is This For A New Real Estate Closing?*YesNoDo You Want To Start The Current Client PL - XDate Campaign?*YesNoINSURED | CONTACT INFORMATIONInsured Name First Last Business NamePrimary Business Contact First Last Mobile PhoneEmail SALES 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 PROPERTY RENTERS Business Policy Type(s) AUTOB BOP | CPKGE | GL WORK CUMBR PROF NEW REAL ESTATE PURCHASENew Purchase Street AddressLoan Closing Date Date Format: MM slash DD slash YYYY Loan Officer (First Name Only)Loan Officer (Full Name)Loan Officer Email Loan Officer PhoneLoan Processor (First Name)Loan Processor Email Real Estate Agent (First Name)Real Estate Agent (Full Name)Rea Estate Agent Email Real Estate Agent PhoneClosing Attorney (First Name)Closing Attorney (Full Name)Closing Attorney Email CURRENT CLIENT PL X-DATEHow Many Policies Are You Following Up On?OneMultiplePolicies To Cross SellUse Formal Capitalization as this will merge to email communication)Anticipated PL X-Date Date Format: MM slash DD slash YYYY SALES REPORTING DATAHome Insurance - Metallic SelectionHOME - PlatinumHOME - GoldHOME - SilverHOME - BronzeHome Insurance - Limit SelectionSame LimitsIncreased Policy FormAuto Insurance - Metallic SelectionAUTO - PlatinumAUTO - GoldAUTO - SilverAUTO - BronzeAuto Insurance - Limit SelectionSame LimitsIncreased Liability LimitsPersonal Insurance Add'l Policies No Additional Policies HOME - Add'l Policy AUTO - Add'l Policy RENTERS - Add'l Policy UMBRELLA - Add'l Policy FLOOD - Add'l Policy LIFE - Add'l Policy Select All That ApplyPOLICY | ACCOUNT ISSUANCE INFORMATIONPay PlanAnnualMonthly EFT/DraftFinanced (Brokered Business)OtherProvide Pay Plan SelectedPay Plan | Payment InformationExample - enter Routing & Account Number Coverage 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 Request Property Photos Confirm Property Photos 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) Need Routing & Account Info Send EPay Link For Down Payment Send Trailing Docs (if Applicable) Personal Underwriting LinksSend HOME | AUTO | UP LinkSend HOME | AUTO LinkSend RENTERS | AUTO | UP LinkSend AUTO LinkSend HOME LinkSend UP LinkSend RENTERS LinkSend LIFE LinkEnter Underwriting LinkEnter Underwriting Link if not an available in selection aboveCarrier Requirements Erie - Esignature Needed State Auto - Esignature Needed 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
