Page 76 - Sales and Operations Handbook for Managers.pdf
P. 76
Sales Agent
1.Pull the customer
from Freshwork to
review any pending
items and anything
the customer needs
to address.
2. Check Insurance Pro
for any notes and
underwriting
information, pull the
policy number to go to
the carrier website to
verify coverages and
vehicles.
3. Apply payment to
company and record
transaction on
Insurance Pro.
4. Give the receipt to the
customer. Thank the
customer and ask for
referrals.
