Internal - P&C Sales Pipeline

Skip to content

Search for:

Internal – P&C Sales PipelineMatthias Allred2024-06-10T12:01:03-06:00

Internal - P&C Sales Pipeline

Email(Required)

Name

First Last

Contacting Stage

Advance to this Contacting Stage

Need to Contact - Automated

Need to Contact - Manual

New Web Lead Contacting

Need to Contact - Mtg Referral

Appointment Scheduled

Appointment Missed

Quoting Stage

Advance to this Quoting Stage

Contact Made - Gathering Info

Quoting

Quote Only for Mtg RP

Delivered Stage

Advance to this Delivered Stage

Quotes Delivered - Automated

Quotes Delivered - Manual

Quotes Delivered - Mtg RP

Quotes Received

Decision Stage

Advance to this Decision Stage

Accept - Gather Purchase Info

Accept - Binder Sent to Mtg Co

Cancelled

Cold Lead: Quoted

Cold Lead: NOT Quoted

Loan Closing Date

For Won Stage, use New Business form
For Lost Stage, use Lost Business form

Admin Use Only

Form Category

Form Name

Agency Name

AMS ID(Required)

CRM ID

Internal Use

Yes

The insured is responsible for reviewing and confirming all insurance coverages, terms, and conditions.
While we strive to provide accurate and up-to-date information, coverage details, limits, and exclusions are subject to the terms and conditions of the issued policy.
It is the insured's responsibility to verify that their policy meets their specific needs. Please consult your policy documents and speak with your insurance provider or broker for any clarifications.

Effective 08/01/2025, our Agency is now Unified Insurance Partners, LLC.
We are in the process of updating all our branding and accounts from Inside Insurance to Unified Insurance Partners. Thank you for your patience.

Go to Top