CL 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)
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?
• Relationship
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:
What coverages do they want?
Where to send Auto ID Cards:
Checklist
Aftermarket alteration/value
Vehicle usage/anticipated mileage
Discuss telematics
Aftermarket alteration/value
Vehicle usage/anticipated mileage
Discuss telematics
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
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
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 Address:
Which vehicle?
License Number:
Date of Birth
MM slash DD slash YYYY
Where to send the Auto ID cards:
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:
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?)
Commercial Lines
Umbrella
UC
Life
Flood
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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