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CLIENT ONBOARDING CHECKLIST
Please fill-out form completely.
Primary Insured Name
Primary Insured (2)
Policy Number:
Phone
Email
Always start off by "THANKING" client for their business!
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Required
Mr./Mrs.____, I see that you are the only Named Insured on the policy..... Is that correct?
By now you should've received our Welcome Email containing our Welcome Video. Have you had an opportunity to view it?
I would also like to take this time to verify that you have received and reviewed policy documents from the carrier via email. Have you had a chance to sign ALL documents? Failure to sign can result in termination of your policy and/or increased premium.
Mr./Mrs.____, we also wish to verify that you downloaded your carrier's app? If not, I would like to gently remind you to install the app. [This app will allow you to view policy information and make necessary changes].
Just as a reminder, your documents are electronically sent via email or app.
Discuss Defensive Driver Discount (if applicable)
Discuss Phone Apps that assess driving (if applicable)*
Awesome!!! We are practically finished. Just want to give you some information about agency. We are primarily a commercial insurance agency, specializing in...
*
Required
Cyber Liability Insurance
Commercial General Liability Insurance
Workers Compensation Insurance
Event Insurance
Commercial Auto / Trucking
Homeowner's Insurance
Not interested at this time
Before I let you go Mr./Mrs.________, do you follow us on Social Media? If not, I'd like to invite you to follow us now.
We would also appeciate a Google Review. We are a Black Owned, Woman Owned, Veteran Owned Business and we appreciate your feedback. May I send the link to your phone?
On behalf of everyone at The Deanna Dudley Agency, I wanted to extend a heartfelt "Thank You" for choosing us as your trusted partner. Your business means a great deal to us. We are truly honored t have the opportunity to work with you and we look forward to continuing to serve you with excellence!
Representative Name:
Additional Notes or Comments:
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