1:15am : HH MM AM PM 1:45am : HH MM AM PM 2:15am : HH MM AM PM 2:45am : HH MM AM PM 3:15am : HH MM AM PM 3:45am : HH MM AM PM 4:15am : HH MM AM PM 4:45am : HH MM AM PM 5:15am : HH MM AM PM 5:45am : HH MM AM PM 1 Day Start Time1 Day End Time3 Day Start Time3 Day End Time5 Day Start Time5 Day End Time7 Day Start Time7 Day End Time22 Day Start Time22 Day End Time28 Day Start Time28 Day End Time30 Day Start Time30 Day End Time45 Day Start Time45 Day End Time50 Day Start Time50 Day End Time62 Day Start Time62 Day End Time165 Day Start Time165 Day End Time240 Day Start Time240 Day End Time315 Day Start Time315 Day End Time325 Day Start Time325 Day End Time330 Day Start Time330 Day End Time360 Day Start Time360 Day End TimeToday's Date Date Format: MM slash DD slash YYYY Email Who are you?*JohnSaraHeidiKatJennMeaganSarahLeeanaSeanChoose Your SMP*-- Choose Your SMP --New CustomerDefector - 1 Year Follow UpClaims - 1,7,28IFRMedicareTerm Life PostcardsIs this for the Legacy or MOA?LegacyMOAWho did you meet with?*CustomerSpouseBothCustomer Name*DO NOT use their formal name. First Last What is the customer's email address? What is the customer's phone number:Do you want to reach out to for a requote in 50 days?YesNoDid you update ECRM with an Alert, Create an Opportunity for the Defector, and create an Activity inside the Defector Opportunity due 30 days prior to the new expected close date?YesNo - I didn't have timeWhy did they leave? No need to write a novel, just the facts so we can document ECRM.*Is this an auto or fire claim?AutoFireWhat is the claim number?What is the claims phone number?Enter the 1st of the month of their 65th Birthday:DO NOT use start this unless they are between 63 and 65. Date Format: MM slash DD slash YYYY Spouse's Name (If Applicable) First Last What is the spouse's email address?What is the spouse's phone number?Spouse's Name (If Applicable) First Last What is the spouse's email address?When did you meet with them? Date Format: MM slash DD slash YYYY What did you cover this appointment?* Auto/Fire Umbrella/Liability Life/Annuity Retirement Health Disability Long Term Care College What policies did you make changes to?*FireAutoBothNoneFire Policy Changes* Select All Sewer Line Endorsement Home Systems Protection Energy Efficiency Upgrade Home Rental Endorsement Adult Day Care Backup of Sewer / Drain ID Restoration Loss Assessment Increase Medical Payments Change Other Loss Assessment Increase:MP Change:$5,000/Person$10,000/Person$25,000/PersonAuto Policy Changes* Select All Full Glass Rental Car Reimbursement ERS Auto Liability Increase Uninsured Motorist Increase Auto Deductible Changes Medical Payments Change T&C Endorsement (Uber/Lyft) Other Auto Liability Increase:100/300250/500UM Increase:100/300250/500Auto Deductibles:$250$500MP Change:$5,000/Person$10,000/Person$25,000/PersonDid you discuss a PAP?*Yes - Client not interestedYes - Client interestedNo - Did not discussNo - Policy already issuedWhen should we follow up? Date Format: MM slash DD slash YYYY Did you discuss a VL/MTG?*Yes - Client not interestedYes - Client interestedNo - Did not discussNo - Bank products are with SFWhen should we follow up? Date Format: MM slash DD slash YYYY Did you discuss a PLUP?*Yes - Client not interestedYes - Client interestedNo - Did not discussNo - Policy already issuedWhen should we follow up? Date Format: MM slash DD slash YYYY Did you discuss the Group Benefits Form?*Yes - Client not interestedYes - Client interestedNo - Did not discussNo - Life is with SFWhen should we follow up? Date Format: MM slash DD slash YYYY Additional notes about this meeting:Did you schedule a follow up IFR?YesNoDo you want a reminder to invite them in for an IFR before their next policy renewal?YesNoWhen should we invite them in next?In 1 yearIn 2 yearsWho will conduct the future meeting?*StaffFinancial Only Appt for SeanGood Prospect For:* PLUP Life Hospital Income Retirement Mtg Meeting with CFP Mortgage Additional notes for the future meeting:How satisfied are you with the way the appointment went?*Very SatisfiedSatisfiedNeutralNot SatisfiedVery Not SatisfiedHow would you rate your performance on this IFR?*ExcellentPretty goodNeutralNot so greatTerribleHow would you rate the sales opportunities with this household moving forward?*ExcellentPretty goodNeutralNot so greatTerribleHow likely are you to want to meet with this household in the future?*Very LikelyLikelyMaybeOnly if they request itNo - Avoid at all costsShould we proactively reach out for IFRs in the future with this household?YesNoNew Customer - New Client PacketDo we need a New Client Packet mailed?*YesNoDo we need to make a New Client call in 30 day to check in?*YesNoInclude them in the Holiday Calendar Program?*YesNoREMINDER: We must be very selective with this programWhy?Did you write an Auto Policy?YesNo - Auto No FireDid you write a Fire Policy?YesNo - Fire No AutoWhat Fire policy did you write?HomeownersRentersCondoDid you call the mortgage company to make a smooth escrow transition?YesNoDid you write a Rental Dwelling Policy?YesNoDo we still need to take photos?*YesNoDid you sell Life Insurance?YesNoDid you sell a PLUP?*YesNoDid you sell a PAP?*YesNoDo we need UW info for the PAP? (Serial # & Appraisal Info)*YesNoDid you cancel their existing policies?YesNo - Client will cancelECRM Record Information:Do we need forms signed?*YesNoIs there a task in ECRM for forms?*YesNoWhich forms?* UM MP SFPP SCD DT GSD CL CS Forms - Any additional notes?:Account Notes:WHEN TO CONTACT:SOURCE:*SAVINGS:EMPLOYMENT:EMPLOYMENT (Spouse):Children + Ages:LIFE:VL:***THE SALES PERSON IS RESPONSIBLE FOR CREATING A VL TASK IN ECRM TO FOLLOW UP. IT IS RECOMMENDED TO CREATE THE TASK UNDER THE PRIMARY POLICYHOLDER'S HH PAGE.***Enter their Birthday Date for Next Month: MM DD YYYY No SPAM!NameThis field is for validation purposes and should be left unchanged.
