Auto Endorsement Checklist
Assigned Agent
(Required)
Grayson Thompson
Bethany Thompson
Charlene Grindley
Julie Hulboy
Amy Danley
Shannon Plotner
Maverick C.
INTRODUCTION
Date of the Endorsement:
MM slash DD slash YYYY
Client Name:
First
Last
Confirm the following:
Address of Property
Billing Address
Phone
Cell Phone
Email
Consent to Text
Notes:
Type of Endorsement:
Adding a Vehicle (no replacement)
Replacing a Vehicle
Deleting A Vehicle
Decreasing Auto Insurance Coverage
Adding A Driver
Divorce Situation
While I have you on the phone if I find any missing discounts or coverage weaknesses, may I bring them to your attention?
• Congratulate them on the new purchase
• If Dealership Call: Confirm with Client
• Who is the vehicle registered to?
• Does the vehicle have a salvage title?
• What state is it registered in?
• Congratulate them on the new purchase
• If Dealership Call: Confirm with Client
• Relationship
• Do they reside in the home?
While I have you on the phone if I find any missing discounts or coverage weaknesses, may I bring them to your attention?
VEHICLE CHANGE DATA GATHERING
Gather the following information to process on the phone with client or send to processing:
Date of Vehicle Pick Up:
MM slash DD slash YYYY
VIN Number:
Year/Make/Model:
Who is the vehicle registered to?
Do they reside in the home?
Does the vehicle have a salvage title?
Yes
No
What state is it registered in?
Lien Holder Information:
Odometer Reading:
Replacing a Vehicle?
Yes
No
• Alert them you will keep coverage on their current vehicle and insure the new vehicle
• Add a task to confirm receipt of the vehicle
• Remove previous vehicle
• Alert client on mail they will receive from the carrier on the endorsement
Where to send Auto ID Cards:
Checklist
Discuss Loan Gap/Lease Gap Coverage
If car is brand new discuss new car replacement
Aftermarket alteration/value
Rideshare
Vehicle usage/anticipated mileage
Discuss telematics
Check policy to see if you need to do a 5th car policy
Discuss Loan Gap/Lease Gap Coverage
Aftermarket alteration/value
Rideshare
Vehicle usage/anticipated mileage
Discuss telematics
Check policy to see if you need to do a 5th car policy
DELETING A VEHICLE
Date of vehicle deletion:
MM slash DD slash YYYY
Checklist
Confirm Vehicle Year/Make/Model
Confirm VIN Number
Add a task to make sure they officially have sold the vehicle
Total loss
Driver has moved out - use this as an opportunity to insure them. If yes remove the driver.
Review rental car reimbursement
Vehicle usage- do you need to update the usage of another vehicle?
Cancelled or transferring registration:
DECREASING HOME COVERAGE
Why do they want to decrease coverage?
Coverage they are decreasing:
Send coverage declination form for signature:
Checklist
Add a task to follow up on the form
Do not reduce coverage without receiving signatures
If Winter/Summer storage add a task to follow up when the season changes
ADDING A DRIVER/YOUTHFUL DRIVER
Gather the following information to process on the phone with client or send to processing:
Date of addition:
MM slash DD slash YYYY
Confirm Name (double check with divorced parents):
Confirm Address:
Which vehicle?
License Number:
Good Student (Request Proof)
Yes
No
• Set follow up to receive documentation
• Set follow up to confirm underwriter has accepted it
Drivers Ed (Request Proof)
Yes
No
• Set follow up to receive documentation
• Set follow up to confirm underwriter has accepted it
Where to send the Auto ID cards:
Do they reside in the home with you?
DIVORCE SITUATION
DIVORCE SITUATION
Get both parties to sign off that coverage changes are approved
CONVERTING THE INBOUND CALL INTO OPPORTUNITY
CONVERTING THE INBOUND CALL INTO OPPORTUNITY
Review Coverages With Client, Ensure They Meet Agency Standards
Review cross sell opportunities (While I have you on the phone, are there any other policies you have with other agents?
Confirm Mortgagee
Review Coverages With Client, Ensure They Meet Agency Standards
Auto Liability Limits:
Deductibles:
Rental Car Reimbursement:
Towing:
MedPay/PIP:
Glass Coverage:
Good Student
Yes
No
Drivers Ed
Yes
No
Review cross sell opportunities (While I have you on the phone, are there any other policies you have with other agents?)
Review cross sell opportunities (While I have you on the phone, are there any other policies you have with other agents?)
Home, Renters, Condo
Umbrella
Toys
Life
Flood
Personal Article Floater
VEHICLE CHANGE/DELETING PROCESSING
Check if there is an umbrella policy for the client (Reminder: some carriers include them in another policy rather than it being a separate line item in your system)
Yes
No
Yes - Update the Umbrella
Endorsement Processed
Attach a print screen from the carrier website with the confirmation
Confirm you received the home change
Alert the client to the premium change via phone - use monthly dollar amounts
NOTE: This checklist is for general information only. You are hereby advised that Mission Insurance Agency does not warrant that the information provided herein is consistent with any present, future, local, state, or federal statutes, administrative rules, or prevailing case law. The training herein is designed to be general in nature and is not a replacement for actual legal advice. Accordingly, we strongly recommend that you consult your attorney concerning any specific questions you may have.
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