Sold Form
Producer
Hillary Morrison
Shamaya Harrison
Amanda Garcia
Ryan Po
Tina Becka
Date
-
Month
-
Day
Year
Date
Lead Provider
ZipQuote
QuoteWizard
EverQuote
Richardson
AWL
HomeTown
Facebook
Instagram
Farmers Lead
WinBack
Referral
Cross-Sale
Name
First Name
Last Name
Type of Policy/Policies Sold
Auto
Home
Renters
Life
Other
Other
Cancel Previous Insurance Completed
Yes
No
Previous Insurance Company
Cancelled Insurance Details
Payment info in DYL
Yes
No
Auto
Signal Discount
Yes
No
Date Signal Completed
-
Month
-
Day
Year
Date
Paperwork Completed
Docusign Documents
Paperless Agrements
Oniline Registration
FNA Completed (Letter of Experience)
Proof of Insurance
Policy Number
Policy Effective Date
Payment Collected Today
Payment Agreement
Total Premium
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Home
Paperwork Completed
Docusign Documents
Paperless Agreements
Roof Documents
Roofer Scheduled
Cancellation completed
Policy Number
Policy Effective Date
First Payment Accepted
Payment Agreed
Policy Premium Total
Roof Age
Clause 1 Deductible
Clause 2 Deductible
Clause 3 Deductible
Home Insurance Provider
Farmers
Foremost Mobile home
Foremost Home
Wellington
PayPlan
One Pay
Mortgagee
2 Pay
EFT
Other
Mortgage Company
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Other Sold
Additional Policies Sold
Life
Umbrella
Other
Other
Additional Information
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Manager Checklist
1
Pending to complete
Submit
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