Blank Page – BOD Forms | SPEED Training Workshop

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Which "BOD Forms" tasks are you working?

Coverage Selection Rejection / PIP Selection / Regular Monthly Notice
Good Student / Steer Clear / Drivers Training / Defensive Driving Discount
FORMS - 2nd Notice
FORMS - 3rd Notice
E-Signatures
SF Billing AutoPay - Consent Reminder

Click on the person's name to get into the ECRM household. Is there a Service Task already there for this form?

✅ Yes
❌ No

If you can determine who caused this form to be required, do you want to "poke" them for not leaving you bread crumbs on the status of the forms?

✅ Yes
❌ No

Close the Service Task

It is already being worked off of the existing Service Task!

Send "Forms - Team Member Notification" Email Template

Use this if you want to "poke" your coworker for not leaving you bread crumbs!
They will update the BOD Service Task using our process (+10 Days, email/sms, etc.)

's Email Template 1 template

Team Member Notification Internal

's Email Template 1 template

Team Member Notification Internal

1. Send the applicable Forms Email Template

's Forms Templates 11 templates

Electronic Signature Notice eSignature

Electronic Signature – SFPP eSignature

Electronic Signature – Uninsured Motorist eSignature

Forms - 1st Notice 1st Notice

Regular Monthly Notice Billing

Vehicle Inspection Reminder (NY) New York

PIP Selection (MI) Michigan

Cancellation Request (NC) North Carolina

DSS (MT) Montana

Earthquake (AR) Arkansas

Tort (PA) Pennsylvania

's Forms Templates 11 templates

Electronic Signature Notice eSignature

Electronic Signature – SFPP eSignature

Electronic Signature – Uninsured Motorist eSignature

Forms - 1st Notice 1st Notice

Regular Monthly Notice Billing

Vehicle Inspection Reminder (NY) New York

PIP Selection (MI) Michigan

Cancellation Request (NC) North Carolina

DSS (MT) Montana

Earthquake (AR) Arkansas

Tort (PA) Pennsylvania

2. Send SMS Template: REJ1 = Forms Request 1st Reminder

Please check your email for forms that require your signature. Please call the office if you have any questions.

2. Send SMS Template: REJ1 = Forms Request 1st Reminder

This is from 's office. Please check your email for forms that require your signature. Please call the office if you have any questions.

3. Set 10 Day Pend to Follow Up on Forms

Sample BOD Service Task Subject:
FORMS: U on 01 Ford; usps/em/sms 09/25

Wipe out the bad information and leave good bread crumbs for where you are in the process. Be sure to start with "FORMS: " in the subject line so the filters pick it up on the Forms List View.

Click on the person's name to get into the ECRM household. Is there a Service Task already there for this GSD/DT/SCD/Defensive Driving Form?

✅ Yes
❌ No

Close the Service Task

It is already being worked off of the existing Service Task!

If you can determine who caused this form to be required, do you want to "poke" them for not leaving you bread crumbs on the status of the GS/DT/SCD/Defensive Driving Discount forms?

✅ Yes
❌ No

Send "Forms - Team Member Notification" Email Template

Use this if you want to "poke" your coworker for not leaving you bread crumbs!
They will update the BOD Service Task using our process (+10 Days, Pop Up, etc.)

's Email Template 1 template

Forms - Team Member Notification Internal

's Email Templates 1 template

Forms - Team Member Notification Internal

1. Send the Applicable Email Template

's Email Templates 4 templates

Good Student Discount <25

Steer Clear Discount <25

Drivers Training <25

Defensive Driving Discount 55+

's Email Templates 4 templates

Good Student Discount <25

Steer Clear Discount <25

Drivers Training <25

Defensive Driving Discount 55+

2. Send SMS Template

We email AND text for the 1st 2 attempts.

GSD — Good Student Discount Discount

It's that time of year when we need a report card or transcript for the Good Student Discount for XXXXXXX. Please email to our office at your earliest convenience.

REJ1 — Forms Request 1st Reminder Forms

Please check your email for forms that require your signature. Please call with questions.

2. Send SMS Template

We email AND text for the 1st 2 attempts.

GSD — Good Student Discount Discount

This is from 's office. It's that time of year when we need a report card or transcript for the Good Student Discount for XXXXXXX. Please email to our office at your earliest convenience.

REJ1 — Forms Request 1st Reminder Forms

This is from 's office. Please check your email for forms that require your signature. Please call with questions.

3. Set 10 Day Pend to Follow Up on Forms

Sample BOD Service Task Subject:
FORMS: GSD on Johnny; em/sms 09/25

Wipe out the bad information and leave good bread crumbs for where you are in the process. Be sure to start with "FORMS: " in the subject line so the filters pick it up on the Forms List View.

1. Send "Forms - 2nd Notice" Email Template

's 2nd Notice Email Template 1 template

Forms - 2nd Notice ⚠️2nd Notice

's 2nd Notice Email Template 1 template

Forms - 2nd Notice ⚠️2nd Notice

2. Send SMS Template: REJ2 = Forms Request 2nd Reminder

REMINDER - Please check your email for forms that require your signature. Please call with questions.

2. Send SMS Template: REJ2 = Forms Request 2nd Reminder

This is from 's office. REMINDER - Please check your email for forms that require your signature. Please call with questions.

3. Set another 10 Day Pend to Follow Up on the Forms

Simply add the date you sent email 2 and text 2 to the subject line and move the due date out another 10 days.

1. Call customer to ask them to send in the forms!

Most likely, you will have to leave a voicemail.

2. Send "Forms - 3rd Notice" Email Template

's Final Email Template 1 template

Forms - 3rd Notice ⚠️Final Notice

's Final Email Template 1 template

Forms - 3rd Notice ⚠️Final Notice

3. Send SMS Template: REJ3 = Forms Request 3rd Reminder

FINAL REMINDER – we need your signature form(s) to confirm your auto insurance coverage. Please call with questions.

3. Send SMS Template: REJ3 = Forms Request 3rd Reminder

This is from 's office. FINAL REMINDER – we need your signature form(s) to confirm your auto insurance coverage. Please call with questions.

4. Update the subject line with what you did & close the task.

This ends the chase for the forms. You will want to have clear notes on all of your attempts in case you have to defend your office practices later on.

The customer electronically signed the forms!

Open the esignature dashboard, save all signed forms to customer folder, attach to policies.

Some states are testing out esignatures through NECHO, and the forms are automatically sent to corporate. If you are in one of these states, you can close the task and move on.

The customer needs to sign the SF Billing Consent

Open the SF Billing Account & resend the authorization via email or text.

Task Comments
SF Billing AutoPay: A final reminder has been sent to the customer via text or email to complete authorization. Please use the work item link to check current consent authorization status and follow up with the customer as needed. If authorization is not obtained within 7 days of enrollment, they will be removed from AutoPay.