Mission Insurance Review Form

Step 1 of 8

Agency Standards

$ Rate Increase Flag:

% Rate Increase Flag:

Auto Liability Minimum:

Comp Deductible:

Collision Deductible:

Rental:

Towing:

Repair/Replace:

MedPay/PIP:

Glass:

Home Liability:

Home Water Sewer:

Agency Name:

MAKE THE CALL

CALL RESULTS

VOICEMAIL (Remember use professional voice)

Hello, this is (YOUR NAME) from (MISSION INSURANCE AGENCY) . I am the insurance agent on for your POLICY TYPES with COMPANY Name and wanted to let you know that I was reviewing your insurance policy and had a few items I wanted to go over with you, this week. Please call me between 9am and 5pm, this week or email me a time that works to contact you, I can review your options with you. Thank you for your business!

RESULT

Sent Email

Sent Text

Documented Call (See Last Page For Guidelines on how to document the call)

Sent Bad Contact Latter

CALLED BACK OR CALL CONNECTED

Introduction & Rapport:

Introduce yourself as their agent – “Good Morning Mrs. Last Name. This is , your insurance agent from Insurance Agency. I hope you are well today.”

State the reason for your call

“I’m calling because your policy name with company name is coming up for renewal and we wanted to make sure we have all the most up-to-date information for your protection and to maximize your discounts.”

Obtain updated contact information

– “Ok, let’s get started. I only need a few minutes. Is this the best number to reach you? Is this the best email address for you? Can you confirm this is your mailing address? In the event we need to reach you, what’s the best secondary phone number and email address?” (Hint: don’t ask for the information; instead recite what you have on file and ask them to confirm it!)

Call Result 1

1. Name

First Last

1. Cell

1. E-Mail

1. DOB

1. SS#

1. DL#

1. Occupation

Call Result 2

2. Name

First Last

2. Cell

2. E-Mail

2. DOB

2. SS#

2. DL#

2. Occupation

Call Result 3

3. Name

First Last

3. Cell

3. E-Mail

3. DOB

3. SS#

3. DL#

3. Occupation

Call Result 4

4. Name

First Last

4. Cell

4. E-Mail

4. DOB

4. SS#

4. DL#

4. Occupation

Name

Cell

E-mail

DOB

SS#

DL#

Occupation

Notes

REVIEW

1. Deductible – “If you had a loss, what is the highest deductible you would be comfortable with?”

VEHICLES

VEHICLE 1

1. Vehicle

1. Current Comp Ded

1. Desired Comp Ded

1. Current Auto Collision Ded

1. Desired Auto Collision Ded

VEHICLE 2

2. Vehicle

2. Current Comp Ded

2. Desired Comp Ded

2. Current Auto Collision Ded

2. Desired Auto Collision Ded

VEHICLE 3

3. Vehicle

3. Current Comp Ded

3. Desired Comp Ded

3. Current Auto Collision Ded

3. Desired Auto Collision Ded

VEHICLE 4

4. Vehicle

4. Current Comp Ded

4. Desired Comp Ded

4. Current Auto Collision Ded

4. Desired Auto Collision Ded

VEHICLE 5

5. Vehicle

5. Current Comp Ded

5. Desired Comp Ded

5. Current Auto Collision Ded

5. Desired Auto Collision Ded

HOME

HOME 1

1. Home

1. Current Home Deductible

1. Desired Home Deductible

HOME 2

2. Home

2. Current Home Deductible

2. Desired Home Deductible

HOME 3

3. Home

3. Current Home Deductible

3. Desired Home Deductible

HOME 4

4. Home

4. Current Home Deductible

4. Desired Home Deductible

HOME 5

5. Home

5. Current Home Deductible

5. Desired Home Deductible

2. Occupation – this will help you understand what they need “Tell me, what do you do for a living? Do you have a home-based business? Are you driving for Uber or Lyft, or any delivery service? Or have recently changed jobs?

Occupation Coverage & Cross Education

Check coverage based on occupation

Check coverage for home based business

Ask of they want a business insurance review

Check to add endorsement for delivery services

Change jobs?

Check on life insurance

Check mileage

3. People in the Household—this will help you understand who needs to be on the policies “Can you tell me if the following people still live with you?” “Do you have any youthful drivers or children? When will they be of driving age?

Name

Notes

Name

Notes

Name

Notes

Name

Notes

Coverage and Cross Education Tip

Educate: Need for umbrella with youthful drivers

4. Toys -“Have you purchased any new toys (Boat, RV, ATV, motorcycle, or golf cart?)

Notes

Coverage and Cross Education Tip

Do we insure them?

Educate the client on bundling discounts

Check umbrella to make sure these are listed

Offer umbrella as toys can present additional risk

5. Home Improvements – “Have you made any improvements to your home in the last 5 years? Such as security system, updated roofs, finished basements, trampolines, pools, garages or changed your heating system?”

Notes

Coverage and Cross Education Tip

Check discounts for roof and security system

Check water sewer back up for finished basements

6. Investment Properties/Home Rental – “Do you have investment properties, or do you ever rent your home out?”

Notes

Coverage and Cross Education Tip

Do we insure them? Offer a review

7. Gifts, Jewelry, Antiques – “Have you recently received or inherited any valuable items? Currently we have the following on your policy, is there anything to add or delete?”

LIST SCHEDULED ITEMS

Click the + to add another item.

Coverage and Cross Education Tip

Review do they need an inland marine?

8. Do you own any businesses? – “Did you know we also have a commercial division?”

Notes

Coverage and Cross Education Tip

9. Confirm Mortgagee Company – “Who is your current mortgagee company?”

MANAGEMENT SYSTEM

QQCatalyst, AMS360, Hawksoft, Ezlynx & Other

Account Review – Used to close out the suspense/activity that initiated the Account Review

Account Review Attempt – Attach your Call Sheet to this activity, you would use this if the client does not answer and you leave a message. Then send the appropriate Left Voicemail Email.

Account Review Bad Contact – Attach your Call Sheet to this activity, you would use this if the client’s number has been disconnected or the number in file is incorrect.

Account Review Contacted – Use this when you get the client live on the phone. Use this activity to create a suspense/open activity of any other items you need to follow up on.

Account Review Call Back – Use this code to document the notes from a client who returned your renewal review call. Use this activity to create a suspense of any other items you need to follow up on.

Increase – Use this code when you increase coverage

Remarket Quote – Use this when you quote a remarket. Attach the quote to this activity.

Remarketing Success – Use this when you get a signed app on a remarket. Attach the new signed app to this activity.

Account Round Quote – Use this when you quote an account round. Attach the quote to this activity.

Account Round Success – Use this when you get a signed app on an account round. Attach the new signed app to this activity.

**Previous Reviewed All <10 months - Use this when you have already successfully completed an account review less than 10 months ago.

MANAGEMENT SYSTEM

Epic & TAM

Account Review – Successful – Account Review Call made and the person was contacted

Account Review – Unsuccessful – Attach your Call Sheet to this activity, you would use this if the client does not answer and you leave a message. Then send the appropriate Retention Email.

Account Review – Unsuccessful-Bad Contact – Attach your Call Sheet to this activity, you would use this if the client’s number has been disconnected or the number in file is incorrect. Then send the Bad Contact Letter in the mail and add a “tag” to the account that updated contact information is needed.

Increase – Successful – Use this code when you increase coverage

Increase – Unsuccessful – Use this code when you recommend coverage and the client declines it

Remarket – Successful – Use this when you get a signed app on a remarket. Attach the new signed app to this activity.

Account Round – Successful – Use this when you get a signed app on an account round. Attach the new signed app to this activity.

Account Round Success – Unsuccessful Use this when you quote an account round but they don’t move forward with the quote

**Previous Reviewed All <10 months - Use this when you have already successfully completed an account review less than 10 months ago.

Mission Insurance Review Form

Agency Standards

PRE-CALL CHECKLIST – Complete details before the call

Contact Information for Insureds:

MAKE THE CALL

REVIEW

RECOMMENDATION

DISCOUNT REVIEW

RESHOP PROHIBITORS

MANAGEMENT SYSTEM

MANAGEMENT SYSTEM

General

Company

Agency Standards

PRE-CALL CHECKLIST – Complete details before the call

Contact Information for Insureds:

MAKE THE CALL

REVIEW

RECOMMENDATION

DISCOUNT REVIEW

RESHOP PROHIBITORS

MANAGEMENT SYSTEM

MANAGEMENT SYSTEM

General

Company

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