New Business Checklist & ObligationsName of Insured(Required) First Last Date of initial contact(Required) MM slash DD slash YYYY Contact to Quote Sent Complete Discover Call and internal quote forms with prospect Ensure Prospect is created in EZ and CRM Determine target market(s) for prospect Complete required submission forms/application or enter in rater Secure all additional documentation needed from Prospect (IF ANY) Prepare proposal document and send to prospect (Clear View Proposal in Teams) Move deal in CRM to the appropriate sales pipeline stageQuote Sent to Bound Confirm effective date and coverage details for all policies Confirm Mortgagee, Lienholder and Additional Insured parties and info (IF ANY) Confirm billing preferences and set expectations for future billing process Confirm preference for PRIOR Policy cancelation (IF ANY) Set expectations for electronic signature and document delivery Set expectation for feedback on Google Review or Facebook (Will come from CRM when moved to won)Post Binding Obligation Send binding documents for signature If policy(s) does not download – enter it manually in EZ IF E&S Policy (send invoice and IPFS finance agreement (if applicable) to Tyson Make sure policy is added manually to EZ with correct fees, taxes and premium showing Broker Fees charged by agent should be invoiced and invoice should be sent to Tyson w/ E&S market invoice/IPFS finance agreement (If financed) Broker Fees should be collected via – Cash, Check, Online Payment (Simply Easier) Send EOI to all relevant parties Process and record any applicable payment received and emails from client Confirm Deal is moved to Won status in Better Agency and placed in the correct campaign Set expectation for annual reviews Create a task for any possible cross sell that should be done in the futureAssigned toAmandaAprilGeraldTysonVickiCAPTCHA
