P&C Appointment Types
Personal Lines
Auto, Home Owners, Umbrella, ATV, Watercraft, etc.
New Client Discovery Call
Schedule future Discovery Call
Discovery Call Intake Form – No Decs
Discovery Call Intake Form – Have Decs
SCHEDULE CHECK UP – after DC and Decs Rec’d
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