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P&C Webpages
Scheduling and Form Uploads
Client Self Complete Online Intake Form
Sends Hipaa Form Update to AutoHome
Redirects to
Schedule Check Up or QQ
When Check Up or QQ Scheduled
Zaps to EZ Activity and Sales Center
Sends appt confirmation to AutoHome
HTA Complete – Dec Pages not rec’d yet
Sends Hipaa Form Update to AutoHome
Redirects to
INTERNAL PAGE
with
Reminder to send email requesting DECS
Reminder to Schedule LIVE DC if not a prescheduled call
HTA Complete – Dec Pages already rec’d
Sends Hipaa Form Update to AutoHome
Redirects to
Schedule Check Up or QQ
When Check Up or QQ Scheduled
Zaps to EZ Activity and Sales Center
Sends appt confirmation to AutoHome
Plan Review Intake and Schedule Form
Redirects to schedule Plan Review for Existing clients
Intake 2 Check-in and Schedule Form
Re-direct to Checkup appt for Intake 2 clients
Doc Upload Form
Re-directs to schedule PL RM appt once dec pages uploaded
General Upload Form
Secure site to upload docs only.
Personal Lines
Auto
Homeowners
Renters
Umbrella
Personal Articles
What’s behind the surge in premiums?
Safeco Pet Insurance PURL
Commercial
Audits
BOP
– Not Done
Commercial Auto
Commercial Umbrella
Cyber Security
Employment Practices & Liability – Directors & Officers
Non Owned Auto
Workers Comp
Workers Comp-Do I need?
Workers Comp-Subcontractors
Business Insurance Discovery Intake Form
Doc Upload Form-Commercial
Re-directs to schedule CL RM appt once dec pages uploaded
Cobranded Webpages:
P&C Sample Page
(Personal Lines)
Brandywine Financial Advisors
Finance Forward
Flagship Financial
Re/Max Ace Realty
(Personal Lines)
Re/Max Ace Realty
(Personal-Homeowners)