New Business Personal Lines Roadmap
Step 1: Intake & Discovery
Explanation and info on "pre state - awareness & entry. Coming from website, email, phone, etc.
Info on manual intake
Resources we are providing, like a sample intake form.
Info on digital intake
Resources we are providing.
Step 2: Quoting & Marketing Placement
Explanation
Info on multi-raters
AI's & Virtual Assistants
Step 3: Proposal & Consultation
Explanation
In-Person
Phone
Email
Video
Step 4: Binding
Explanation
Payment Processor
e-Signatures
Step 5: Onboarding
Explanation
Resources