Email Customer Name*DO NOT use their formal name. First Last What is the customer's email address? What is the customer's phone number:Is this for the Legacy or MOA?LegacyMOAChoose Your SMP*-- Choose Your SMP --New CustomerDefector - 1 Year Follow UpDefector - 50 Day Follow UpClaims - 1,7,28IFRMedicareTerm Life PostcardsDid 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.Did you already send the initial claim email template?YesNoIs 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: MM DD YYYY Spouse's Name (If Applicable) First Last What is the spouse's email address?What is the spouse's phone number?Who did you meet with?*CustomerSpouseBothWhen did you meet with them? Date Format: MM slash DD slash YYYY Spouse's Name (If Applicable) First Last What is the spouse's email address?What did you cover this appointment?* Auto/Fire Umbrella/Liability Life/Annuity Retirement Health Disability Long Term Care College What policies do we need to change?*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 Other - Refer to Additional Notes Auto 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 - Refer to Additional Notes 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:Do you want a reminder to invite then in for an IFR in the future?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 would you rate your performance on this IFR?ExcellentPretty goodNeutralNot so greatTerribleHow would you rate the sales opportunity?ExcellentPretty goodNeutralNot so greatTerribleHow likely are you to want to meet with this household in the future?ExcellentPretty goodNeutralNot so greatTerribleShould we proactively reach out for IFRs in the future with this household?ExcellentPretty goodNeutralNot so greatTerribleNew Client Packet Information:Do we need a New Client Packet mailed?*YesNoDo we need to make a New Client call in 30 day to check in?*YesNoDid you write an Auto Policy?YesNo - Fire No AutoDid you write a Fire Policy?YesNo - Auto No FireWhat 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: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 Today's Date Date Format: MM slash DD slash YYYY 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
