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 ChristgenMorgan TurnerI 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
