Page 21 - Sales and Operations Handbook for Managers.pdf

Once all the signatures are received, print the New Policy

Checklist to ensure all required items have been received

from the customer. Print the checklist from Insurance

Pro by going to Forms and Letter. Once the Sales agent
has verified all items have been checked off according to

the list, upload all application, pictures, IDs, receipt to

Insurance Pro and Carrier website (referral company

guidelines for carrier specific requirements). Sales agent

should thank the customer for their business and ask for

referrals at this time and to give google reviews.

The customer will get an insurance card, Declaration page,

and AMAX receipt. If SR-22, the Sales agent should print a

copy of the SR-22 on pink paper and scan another copy

into Insurance Pro (if applicable). Email the DPS with the

customer SR-22 at driver.improvement@txdps.state.tx.us.
The agent will file all the paper documents in the customer

file. The agent will return to Freshworks and update the

life cycle status to mark the contact as sold.