P&C Appointment Types
PERSONAL LINES
NEW CLIENT
Auto, Home Owners, Umbrella, ATV, Watercraft, etc.
Discovery must be done before RM
If they have 15 mins, can be done in intake
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 RM
If they have 15 mins, can be done in intake