Step 1 of 4 25% Name(Required) First Last Agency Name(Required) Personal Lines SalesPersonal Lines Lead Sources Add Remove*Click the + to add lead sources. Common Examples: Customer Referral, Referral Partner, QuoteWizard, Community Event.Personal Lines Sales Process Outline (please include all stages in order)Stage NameDefinitionGoal Add RemoveExample: Stage = New, Definition = New lead no contact made, Goal = Make contact and collect information to quote.Do you intend to use an automated campaign to communicate with personal lines leads?Yes 100% automated communicationMix of automation and manual communicationNo 100% manual communicationWho is responsible to contact new personal lines leads to collect information to quote?ProducerAccount ManagerAgency OwnerWho is responsible to complete personal lines quotes after information has been gathered?ProducerAccount ManagerAgency OwnerVirtual Employee (VA)Who is responsible to present new personal lines quotes?ProducerAccount ManagerAgency OwnerHow should personal lines quotes be presented to the lead?Email no attachmentEmail with attachmentEmail with video proposalPhone callTeams/Zoom callIn-PersonOther Commercial Lines SalesCommercial Lines Lead Sources Add Remove*Click the + to add lead sources. Common Examples: Customer Referral, Referral Partner, Leo, Networking, Door KnockingCommercial Lines Sales Process Outline (please include all stages in order)Stage NameDefinitionGoal Add RemoveExample: Stage = New, Definition = New lead no contact made, Goal = Make contact and collect information to quote.Do you intend to use an automated campaign to communicate with commercial lines leads?Yes 100% automated communicationMix of automation and manual communicationNo 100% manual communicationWho is responsible to contact new commercial lines leads to collect information to quote?ProducerAccount ManagerAgency OwnerWho is responsible to complete commercial lines quotes after information has been gathered?ProducerAccount ManagerAgency OwnerVirtual Employee (VA)Who is responsible to present new commercial lines quotes?ProducerAccount ManagerAgency OwnerHow should commercial lines quotes be presented to the lead?Email no attachmentEmail with attachmentEmail with video proposalPhone callTeams/Zoom callIn-PersonOtherHiddenImportant LinksPersonal Lead Intake Commercial Lead Intake Service Requests Renewal Questionnaire Client Referrals Carrier List Privacy Policy SMS Consent Employment HiddenWelcome Packet (Legacy)Policy Type 1 Recommended Coverage Limits – Policy Type 1CoverageRecommended Minimum Add RemovePolicy Type 2 Recommended Coverage Limits – Policy Type 2CoverageRecommended Minimum Add RemovePolicy Type 3 Recommended Coverage Limits – Policy Type 3CoverageRecommended Minimum Add RemovePersonal Lines RenewalsHow many days prior to policy XDate should automation begin?HiddenRenewal Settings – PersonalOne service request per policy typeCombine all policies that renew on the same day into 1 service requestRenewal Assignment – PersonalAssigned ProducerAssigned CSRAssignment Group (Round Robin)A specific personOutline your personal lines renewal processInclude any parameters that would trigger an automatic remarketing of the policy.Commercial Lines RenewalsHow many days prior to policy XDate should automation begin?HiddenRenewal Settings – CommercialOne service request per policy typeCombine all policies that renew on the same day into 1 service requestRenewal Assignment – CommercialAssigned ProducerAssigned CSRAssignment Group (Round Robin)A specific personOutline your commercial lines renewal processInclude any parameters that would trigger an automatic remarketing of the policy. ServicePlease list your most common personal lines service tasks and who they should be assigned toTaskAssignment Add RemovePlease list your most common commercial lines service tasks and who they should be assigned toTaskAssignment Add Remove
