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  • 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 Templates 1 template
    Forms - Team Member Notification Forms
  • 's Email Templates 1 template
    Forms - Team Member Notification Forms

  • 1. Send the applicable Forms Email Template

  • 's Email Templates 11 templates
    Electronic Signature Notice (SMS=esig) eSignature
    Electronic Signature – SFPP (SMS=esig) eSignature
    Electronic Signature – Uninsured Motorist (SMS=esig) eSignature
    Forms - 1st Notice (SMS=rej1) Forms
    Forms – PIP Selection Forms
    Forms – Regular Monthly Notice Forms
    Vehicle Inspection Reminder (NY) State
    Forms - Cancellation Request (NC) State
    Forms - DSS (MT) State
    Forms - Earthquake (AR) State
    Forms - Tort (PA) State
  • 's Email Templates 11 templates
    Electronic Signature Notice (SMS=esig) eSignature
    Electronic Signature – SFPP (SMS=esig) eSignature
    Electronic Signature – Uninsured Motorist (SMS=esig) eSignature
    Forms - 1st Notice (SMS=rej1) Forms
    Forms – PIP Selection Forms
    Forms – Regular Monthly Notice Forms
    Vehicle Inspection Reminder (NY) State
    Forms - Cancellation Request (NC) State
    Forms - DSS (MT) State
    Forms - Earthquake (AR) State
    Forms - Tort (PA) State

  • 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 03/29

    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.

  • 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, Pop Up, etc.)

  • 's Email Templates 1 template
    Forms - Team Member Notification Forms
  • 's Email Templates 1 template
    Forms - Team Member Notification Forms

  • 1. Send the Applicable Email Template

  • 's Email Templates 4 templates
    Forms - Good Student Discount (SMS=gsd) Discount
    Forms - Steer Clear Discount Discount
    Forms - Defensive Driving Discount Discount
    Forms - Drivers Training Discount
  • 's Email Templates 4 templates
    Forms - Good Student Discount (SMS=gsd) Discount
    Forms - Steer Clear Discount Discount
    Forms - Defensive Driving Discount Discount
    Forms - Drivers Training Discount

  • 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 03/29

    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 Email Templates 1 template
    Forms - 2nd Notice (SMS=rej2) Forms
  • 's Email Templates 1 template
    Forms - 2nd Notice (SMS=rej2) Forms

  • 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 Email Templates 1 template
    Forms - 3rd Notice (SMS=rej3) Final
  • 's Email Templates 1 template
    Forms - 3rd Notice (SMS=rej3) Final

  • 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.
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  • 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.