P&C Appointment Types
Personal Lines
Auto, Home Owners, Umbrella, ATV, Watercraft, etc.
New Client Discovery Call
LIVE Discovery Call– If they have 15 mins
Schedule future Discovery Call
After Discovery Call is Completed
PLAN REVIEW
Already has policies with HTA or Dimatteo – wants to review or shop
Follow Up or Enrollment Appointments
COMMERCIAL LINES
NEW CLIENT
Business Property & Liability, Commercial Auto, Workers Compensation, Umbrella, etc.
Discovery must be done before Check-Up