P&C Appointment Types PERSONAL LINES NEW CLIENT Auto, Home Owners, Umbrella, ATV, Watercraft, etc. ZOOM - Personal - NewPHONE - Personal - New PLAN REVIEW Already has policies with HTA or Dimatteo – wants to review or shop ZOOM - Personal - ReviewPHONE - Personal - Review Follow Up or Enrollment Appointments ZOOM - Personal - Follow Up/EnrollmentPHONE - Personal - Follow Up/Enrollment COMMERCIAL LINES NEW CLIENT Business Property & Liability, Commercial Auto, Workers Compensation, Umbrella, etc. ZOOM - Commercial - NewPHONE - Commercial - New PLAN REVIEW Already has policies with HTA or Dimatteo – wants to review or shop ZOOM - Commercial - ReviewPHONE - Commercial - Review Follow Up or Enrollment Appointments ZOOM - Commercial - Follow Up/EnrollmentPHONE - Commercial Follow Up/Enrollment