CRM - New Business - Inside Insurance

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CRM – New BusinessMaricar Gaspar2025-02-14T15:06:41-07:00

New Business Form

"*" indicates required fields

New Business Details

First Name*

Last Name*

Email

Phone

AMS ID*

CRM ID

Transaction Type*

New Client to Agency

Added Policy to Existing Account

Re-Write

Sales Bind Data

Bind Sheet Data

How Many Policies Written?

1

2

3

4

Policy #1 Details

Effective Date (policy 1)*

MM slash DD slash YYYY

Lead Source (policy 1)*

Product (policy 1)*

Carrier (policy 1)*

Policy # (policy 1)*

Premium (policy 1)*

Policy #2 Details

Effective Date (policy 2)*

MM slash DD slash YYYY

Lead Source (policy 2)*

Product (policy 2)*

Carrier (policy 2)*

Policy # (policy 2)*

Premium (policy 2)*

Policy #3 Details

Effective Date (policy 3)*

MM slash DD slash YYYY

Lead Source (policy 3)*

Product (policy 3)*

Carrier (policy 3)*

Policy # (policy 3)*

Premium (policy 3)*

Policy #4 Details

Effective Date (policy 4)*

MM slash DD slash YYYY

Lead Source (policy 4)*

Product (policy 4)

Carrier (policy 4)*

Policy # (policy 4)*

Premium (policy 4)*

Client Communication Campaigns

Send SMS Message to Client about eSignature

Send eSignature Request Notification SMS

Send SMS Message to Client for Google Review

Automatically Send New Business Google Review SMS

Thank You Card*

Send Handwritten Thank You Card

Do Not Send a Card

Client Onboarding Campaigns

Home Refund Reminder

Auto Refund Reminder

Loan Sold Reminder (New Purchase)

Home Inspection - Exterior Only

Home Inspection - Interior & Exterior

Travelers Phone Survey Reminder

Grades for Good Student Discount Reminder

State Auto eSign email

Enroll in 5 yr follow up campaign

Checking these items will send Unique Communications to the Client during the Onboarding Process.

Follow Ups Needed

Checking these items will create a follow up task for CSR.

Follow Ups Needed

Update Mailing Address on Other Policies

Update Address in AMS and CRM

Collect Prior Proof of Insurance

Collect Good Student Discount Documentation

Set Follow up for Cross Sell

Add Multi-Policy Discount to Other Policies

Custom CSR Task

Custom CSR Task Details

CRM Tags

Policy Types Written*

Home

Auto

Landlord

Toys

Umbrella

Earthquake

Flood

Misc

Life Insurance

Commercial

Home Carrier*

Allstate

American Modern

Branch

Encompass

Enumclaw

Kemper

Met Life

National General

Nationwide

Openly

Progressive Home

SafeCo

State Auto

Stillwater

Sublimity

Travelers

Chubb

Foremost

VacantExpress

Berkshire Hathaway

United Heritage

United Insurance Group

Home Policy Type*

Home

Renters

Home Coverage Option Tags

Short Term Rental

At Home Business

Auto Policy Tags*

Allstate

Branch

Chubb

Clearcover

Dairyland

Encompass

Enumclaw

Hagerty

Kemper

Kemper Specialty

Met Life

National General

Nationwide

Progressive

SafeCo

StateAuto

Stillwater

Sublimity

Sun Coast

Travelers

United Heritage

United Insurance Group

Auto Coverage Option Tags

Ride Share

Landlord Policy Tags*

Allstate

American Modern

ASI / Progressive Home

Berkshire Hathaway

Enumclaw

Foremost

MetLife

Nationwide

Openly

SafeCo

State Auto

Stillwater

Travelers

United Heritage

United Insurance Group

Vacant Express

Landlord Coverage Option Tags

Short Term Rental

Toy Insurance Type Tags*

ATV / UTV

Boat

Motorcycle

RV / Trailer

Snowmobile

Toy Policy Carrier Tags*

Allstate

Encompass

Enumclaw

Foremost

Nationwide

Progressive

SafeCo

Umbrella Policy Carrier Tags*

Allstate Umbrella

Branch Umbrella

Encompass Umbrella

Enumclaw Umbrella

MetLife Umbrella

National General

PersonalUmbrella.com

Progressive Umbrella

SafeCo Umbrella

Stillwater Umbrella

Travelers Umbrella

Earthquake Policy Carrier Tags*

United Insurance Group EQ

CAT Coverage EQ

Flood Insurance Carrier Tags*

CAT Coverage Flood

FloodPro

Progressive Flood

FloodPro.net

Misc Policy Carrier Tags*

Personal Articles Floater - Travelers

Life Policy Type Tags*

Term

Whole Life

Life Policy Carrier Tags*

American General (AIG)

Cincinnati

Gerber Life

Lincoln

NorthAmerican

Protective

Term Expiration Date

MM slash DD slash YYYY

Term Life Conversion Expiration Date

MM slash DD slash YYYY

Commercial Insurance Product Tags*

Commercial Auto

Commercial BOP

Commercial GL

Inland Marine

Commercial Insurance Carrier Tags*

Liberty

Progressive

All Appropriate Tags Added?*

Yes

Referral Partner Communication

Referral Partner Name

Referral Partner CRM ID

Referral Partner Communication

Send Email that Insurance is Processed

Ask Client For Google Review for Referral Partner

Referral Partner Thank You Card

Send Handwritten Thank You Card

Send Automated Thank You Card

Send Automated Thank You Card with Brownies

End

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Admin Use Only

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Form Category

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Form Name

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Agency Name

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.

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