Coverage ChecklistClient's Name(Required) First Last Client Email(Required) Homeowners Accept Reject N/ARenters Accept Reject N/AAuto Accept Reject N/AAuto Liability Limits or CSLAuto Loan/Lease Coverage Accept Reject N/AAuto Towing & Labor Accept Reject N/AAuto Rental Reimbursement Accept Reject N/ALife Accept Reject N/AHealth Accept Reject N/AFlood Accept Reject N/AUmbrella Accept Reject N/AEarthquake Accept Reject N/AWater Backup & Sump Discharge or Overflow Accept Reject N/AACV Coverage Dwelling Accept Reject N/AACV Coverage Contents Accept Reject N/AService Line Coverage *Underground Utilities Accept Reject N/A(If offered by carrier)Recreational Vehicles Accept Reject N/A(EX: Camper, Golf Cart, ATV, Boat)Admin UseCreated account with all info in EZLynx Yes NoBroker Fee Form and money collected Yes No Sticky note posted on account*Send broker fee form to Agency PrincipalProperty Valuation Acknowledgement Yes No Sticky note posted on account*Send broker fee form to Agency PrincipalSigned Apps uploaded into EZLynx Yes NoDown Payment Collected Yes NoInvoice & Finance Agreement to Agency Principal (E&S Markets) Yes NoManually add policy to EZLynx if needed Yes NoDid you ask for referrals or review on Facebook or Google Yes NoAssigned toAmanda ChenApril HolmesGerald ShopeTyson ClarkVicki ChristgenI certify that I have reviewed my coverage needs in accordance with this checklist with my agent and I have accepted or rejected the recommended coverages as indicated by my initial in the spaces above.Client SignatureI certify that I have reviewed the coverages outlined in the checklist with my client and that the initials of the client indicate the acceptance or rejection of the coverages recommended.Agent SignatureCAPTCHA
