Page 15 - Sales and Operations Handbook for Managers.pdf

Involve the manager or DSM if needed to convince the

customer to purchase the policy. If still unsuccessful, then

the Sales agent will go back to Freshworks and update the

life cycle status to unsold and add a note.

NOTE: If the customer did not want to purchase at this

time, the agent should leave a note in Freshworks with the

carrier and the price that was quoted.

Once the customer agrees to the insurance coverage and
pricing, collect the payment from the customer (cash,

credit card, or money order). Once payment has been

received, bind the policy. The Sales agent can bind

(electronically transmit) the policy on the carrier

website by clicking “bind policy”. This will pop up the

policy application for the customer and agent to sign.

Once the signatures are obtained, then the Sales agent will

go to TurboRater and click bridge, especially for the

carrier sold to the customer. This will transfer information

from TurboRater to Insurance Pro. The Sales agent will
now be able to enter the policy number to create a profile

in Insurance Pro. The Sales agent will post the payment

and create a receipt for the customer in Insurance Pro.

Verify the payment type, premium amount, and the fes

amount matches the carrier website and Insurance Pro.