CLIENT ONBOARDING CHECKLIST

Please fill-out form completely.

Primary Insured Name

Primary Insured (2)

Policy Number:

Phone

Always start off by "THANKING" client for their business!

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...

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:

Thanks for submitting!

info@deannadudleyagency.com

@deannadudleyagency

@thedudley_agency

thedeannadudleyagency

404-947-5010

260 Peachtree Street NW, #2200

Atlanta GA 30303

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CLIENT ONBOARDING CHECKLIST

@deannadudleyagency @thedudley_agency thedeannadudleyagency

404-947-5010

@deannadudleyagency

@thedudley_agency

thedeannadudleyagency