Personal Lines processes: Reed Insurance and PLW
This document is to be a resource for our personal liens process development as of May 26, 2022.
In this document will be our outline of processes that will:
- Cover the 4 stages of the client journey
- Provide the processes for those 4 stages
- Our strategy for acquiring and keeping clients
- Supporting documents (all documents will be updated periodically.
PAGE DIRECTORY:
- UPDATE (updates from the last meeting)
- TODO ITEMS (list of things to be accomplished, by who, and when)
- NOTES (Important notes pertaining to this page)
- DOCUMENTS
- Processes documents
- Data documents
- Forms documents
UPDATE:
Reed Insurance Book detail with the customer, agent assignment, premium, and policy count per client
PLW Book detail with the customer, agent assignment, premium, and policy count per client
TODO ITEMS:
| Completed? | Person Responsible | Due by | Description |
| Done | Beaux | June 2 | Automation: update Zap so ELP leads form for LA only get text and emails |
| Done | Hannah | June 2 | Template in AZ for bad contact info template (text and email version) |
| Done | Beaux | June 2 | Took LA risks from Slack |
| Done | Beaux | June 2 | Referral notification setup for manual and web form entries |
| Hannah | TBD | Proposal form to auto-complete from webform | |
| Pattie/Hannah/Beaux | TBD | No more mono-line | |
| Madi | TBD | Payment entry form for Reed and PLW | |
| Done | Beaux/Hannah | Updated intake form for the agency for IABU | |
| Done | Beaux | Coverage Assumptions document – reviewed by the team |
NOTES:
- Beaux is available for personal lines process questions 9-10 Tuesday – Thursday.
- Thursday’s: 11 am to 12 personal lines leadership meeting (Pattie, Madi, Hannah, and Beaux)
DOCUMENTS:
Processes:
Word Document: Emergency Contact Form Process (edition date 5/31/2022)
Word Document: New Business Process Overview (edition date 5/31/2022)
Word Document: New Business Process Scripts (edition date 6/8/2022)
Word Document: Renewal Proces (edition date 5/31/2022)
Word Document: Birthday Card Process (edition date 5/31/2022)
Agency guides:
Word Document: Home and Auto coverage limits guide (edition date 5/31/2022)
Excel File: Home Insurance companies by state with underwriting
Link HERE
Forms:
Word Document: Emergency Contact Form. (edition date 5/31/2022)
IMPORTANT LINKS:
Reed Insurance client referral page for all lines
Reed Insurance personal lines lead intake form
PLW client referral page for all lines