Home 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:
Increasing Home Coverage
Decreasing Home Coverage
Divorce Situation
Paid off Mortgage (Remove mortgagee)
Letter from mortgage company
While I have you on the phone if I find any missing discounts or coverage weaknesses, may I bring them to your attention?
Cancel Home
While I have you on the phone if I find any missing discounts or coverage weaknesses, may I bring them to your attention?
MORTGAGEE CHANGE
Change mortgagee
Take off mortgagee
Make sure to copy the client on communication to mortgage company so they know you did it
CANCELLED HOME
Where are they living?
Quote new home, renters or Condo?
Update the auto insurance:
INCREASING HOME COVERAGE
Why do they want to increase coverage?
New Structure
New Addition
Home Upgrades
Pet
Home Activities (at home business, day care etc.)
Other
Please specify:
Coverage they are increasing:
Refinance Updated RCE and increased dwelling coverage:
New Roof
Date Replaced:
MM slash DD slash YYYY
Type of Roof:
Request copy of wind/hail class certificate
Sent to underwriter
Task for follow up
Other:
DECREASING HOME COVERAGE
Why do they want to decrease coverage?
Coverage they are decreasing:
Send coverage declination form for signature:
Add a task to follow up on the form
Do not reduce coverage without receiving signatures
DIVORCE SITUATION
Get both parties to sign off that coverage changes are approved
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
Home Liability Limits:
Deductibles:
Water/Sewer Back Up:
Service Line Protection:
Security System:
Scheduled Items:
Personal Property Coverage Check:
Review Jewelry, Firearms and Valuables:
Review cross sell opportunities (While I have you on the phone, are there any other policies you have with other agents?)
Auto Insurance
Umbrella
Toys
Life
Flood
Personal Article Floater
HOME CHANGE 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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