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IN PREPARATION FOR CREATION / UPDATE OF PROCEDURES MANUALPersonal Lines To Do ListDown loads with each personal lines companiesPoliciesRenewalsChanges/Endorsements Crits; Underwriting requestsE-mailsWorkReturnFileRespondPrepare for dayPrint Home and Auto WorksheetsPrioritize Working quotesContacting re: quotesWaiting on information from insured or producerWork on Activities / Suspense list from TAMQuote with Companies New BusinessCross Selling RenewalsScan Documents to client files Wait on Walk in clients’ needsNew BusinessQuotingEndorsement changesCanceling policyClaimsFile ClaimsCall Company/InsuredFollow through till claim is closedPhone callsMakeCollection callsRemind insured of payment dueFollow up on quotes & policy questionsReturn EndorsementsMake changes to policy with Company & TAMScan documentation of changesCanceling policiesFax /email cancelation requestsScan documentsPaymentsMake with company/sweep paymentScan documentationGive copy of swept payments to Rhonda to do the actual Agency sweepWork new policiesMail to insuredScan to TAM if not already donePost premiumsRequest or take pictures of propertyMake Invoices Finance AgreementsApplicationsFollow up Follow up on quotesFollow through to close/bind businessSet up new clients in TAMCustomer/ProspectMailWork mailTake to Post OfficeMove clients from prospect to customer with TAMShred client documents when job is completed ................
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