HiddenATP Email HiddenUser Type HiddenUser Type Hiddens3email Hiddenfirstname Hiddentext Choose your agent:Please fill out other fields.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 TaskIt is already being worked off of the existing Service Task! Send "Forms - Team Member Notification" Email TemplateUse 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 Forms - Team Member Notification 's Email Template Forms - Team Member Notification 1. Send "Forms - 1st Notice" Email Template 's Email Templates Electronic Signature Notice (SMS=esig) Electronic Signature – SFPP (SMS=esig) Electronic Signature – Uninsured Motorist (SMS=esig) Forms - 1st Notice (SMS=rej1) Forms – PIP Selection Forms – Regular Monthly Notice Vehicle Inspection Reminder (NY) Forms - Cancellation Request (NC) Forms - DSS (MT) Forms - Earthquake (AR) Forms - Tort (PA) 's Email Templates Electronic Signature Notice (SMS=esig) Electronic Signature – SFPP (SMS=esig) Electronic Signature – Uninsured Motorist (SMS=esig) Forms - 1st Notice (SMS=rej1) Forms – PIP Selection Forms – Regular Monthly Notice Vehicle Inspection Reminder (NY) Forms - Cancellation Request (NC) Forms - DSS (MT) Forms - Earthquake (AR) Forms - Tort (PA) 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 ReminderThis is from 's State Farm 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 FormsWipe 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 TaskIt 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 TemplateUse 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 Forms - Team Member Notification 's Email Template Forms - Team Member Notification 1. Send the Applicable Email TemplateSAMPLE BOD Service Task Subject: FORMS: GSD on Johnny; em/sms 12/25 's Email Templates Forms - Good Student Discount (SMS=gsd) Forms - Steer Clear Discount Forms - Defensive Driving Discount Forms - Drivers Training 's Email Templates Forms - Good Student Discount (SMS=gsd) Forms - Steer Clear Discount Forms - Defensive Driving Discount Forms - Drivers Training 2. Send SMS TemplateWe email AND text for the 1st 2 attempts.GSD = Good Student 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 Please check your email for forms that require your signature. Please call with questions.2. Send SMS TemplateWe email AND text for the 1st 2 attempts.GSD = Good Student Discount This is from 's State Farm 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 This is from 's State Farm office. Please check your email for forms that require your signature. Please call with questions.3. Set 10 Day Pend to Follow Up on FormsWipe 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 Email Template Forms - 2nd Notice (SMS=rej2) 's Email Template Forms - 2nd Notice (SMS=rej2) 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 ReminderThis is from 's State Farm 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 FormsSimply 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 Email Template Forms - 3rd Notice (SMS=rej3) 's Email Template Forms - 3rd Notice (SMS=rej3) 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 ReminderThis is from 's State Farm 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 ConsentOpen the SF Billing Account & resend the authorization via email or text. Task CommentsSF 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.