HiddenATP Email HiddenUser Type HiddenUser Type Hiddens3email Hiddenfirstname Hiddentext Choose your agent:Please fill out other fields.We recommend starting with the Action Needed List View. Cases with the Red Triangles typically: Are closed cases that have been reopened. Have a task attached, which you have to view to give you details on what is needed. Have a subject line that does not match the actual action needed Which ECRM Cases are you working? Action Needed Claims - Auto Claims - Fire E-Signatures Coverage Selection Rejection / PIP Selection / Regular Monthly Notice Good Student / Steer Clear / Drivers Training / Defensive Driving Discount FORMS - 2nd Notice FORMS - 3rd Notice Start the Auto Claims ECRM Onboarding Case & Close the Case.Start the Fire Claims ECRM Onboarding Case & Close the Case.Sort by by Issued / Mailed Column. Remember, these are the same types of tasks as the Issued & Mailed TASK list view, but you get the notification here as an open case instead.Which Action Needed Cases are you working? CCC Notices Issued & Mailed - Auto Issued & Mailed - Fire Supporting Doc Needed Policyholder Cancellation Good Driving Discount Added DSS Notices Compare premium & send Premium Difference email. This is a good thing that the premium issued lower than originally quoted. Close the Case. 's Email Templates Issued - Premium Difference Choose the applicable agency's template below: 's Email Templates Issued - Premium Difference Click on the person's name to get into the ECRM household. For this cancellation request case, did the person indicate if the customer is a DEFECTOR or NOT DEFECTOR? Defector Not Defector Double check that the DEFECTOR SMP is startedThere should be notes in ECRM indicating the reason why the customer left. Your job is to make sure the SMP is started so that we remember to market to them in the future.If the Defector SMP is not started, Click here to tell your coworker to do it!.Mark Complete and move on! The only thing to check is if they did the analysis of which car is best to cancel. Sometimes, it is better to do a vehicle change to a different vehicle instead of cancellation. Ask them if they did the analysis. Is this a new application or a change? New Application Change Does the Issued Premium match the Quoted Premium?Compare the premium in Today App, Racing Snail, Front Runner, your office Excel file, etc. This will release the policy for commissions. Yes No Does the Issued Premium match the Quoted Premium?Your coworker should have put the premium in the Case Subject Line. If it is not there, ask them to do a better job of documenting the premium so it is easier for you to do this comparison. Yes No Check for poor coverages: no rental, no glass, low property damage, etc. Could it have been done better? Yes No Send "Issued - Premium Difference" Email Template 's Email Templates Issued - Premium Difference 's Email Templates Issued - Premium Difference 's Email Templates Issued - Premium Difference 's Email Templates Issued - Premium Difference Send "Your Policy is on the way!" Email Template 's Email Templates Your State Farm Policy is on the way! Your State Farm Policy is on the way! - CC 's Email Templates Your State Farm Policy is on the way! Your State Farm Policy is on the way! - CC 's Email Template Your State Farm Policy is on the way! Your State Farm Policy is on the way! - CC 's Email Template Your State Farm Policy is on the way! Your State Farm Policy is on the way! - CC Send "BOD - Coverage to Review" Email Template 's Email Templates BOD - Coverage to Review 's Email Template BOD - Coverage to Review Is this a new application or a change? New Application Change Does the Issued Premium match the Quoted Premium? (Fire App)Compare the premium in Today App, Racing Snail, Front Runner, your office Excel file, etc. This will release the policy for commissions. Yes No Does the Issued Premium match the Quoted Premium? (Fire Change)Your coworker should have put the premium in the Case Subject Line. If it is not there, ask them to do a better job of documenting the premium so it is easier for you to do this comparison. Yes No Send "Your Policy is on the way!" Email Template 's Email Template Your State Farm Policy is on the way! 's Template Your State Farm Policy is on the way! Send "Issued - Premium Difference" Email Template 's Email Template Issued - Premium Difference 's Email Template Issued - Premium Difference 's Email Template Issued - Premium Difference 's Email Template Issued - Premium Difference Could this change or application have been done better?Look for BUSD, condo loss assessment, & other coverages that could have been improved. Yes No Send "Coverage to Review" Email Template 's Email Template BOD - Coverage to Review 's Email Template BOD - Coverage to Review Send "Your Policy is on the way!" Email Template 's Email Templates Your State Farm Policy is on the way! 's Email Templates Your State Farm Policy is on the way! Double check that the address on all household policies is the same.If not, submit a change of address.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 Forms - 1st Notice (SMS=rej1) Forms – PIP Selection Forms – Regular Monthly Notice Forms - Good Student Discount (SMS=gsd) Forms - Steer Clear Discount Forms - Defensive Driving Discount 's Email Templates Forms - 1st Notice (SMS=rej1) Forms – PIP Selection Forms – Regular Monthly Notice Forms - Good Student Discount (SMS=gsd) Forms - Steer Clear Discount Forms - Defensive Driving Discount 2. Send SMS Template: REJ1 = Forms Request 1st Reminder Please check your email for forms that require your signature. Please call with 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 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. 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 Templates 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 's Email Templates Forms - Good Student Discount (SMS=gsd) Forms - Steer Clear Discount Forms - Defensive Driving Discount 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 XXXXXXX. 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 XXXXXXX. REJ1 = Forms Request 1st Reminder 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 Templates Forms - 2nd Notice (SMS=rej2) 's Email Templates 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 Templates Forms - 3rd Notice (SMS=rej3) 's Email Templates 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. Follow your office DSS Process. In my office, we close these out because corporate is sending them notices. Which Drive Safe & Save tasks are you working? Setup Odometer Readings Troubleshooting Corporate Automatically Emails CustomersWe are no longer sending emails for DSS from Outlook because corporate is automatically emailing/texting customers. Be sure that their preferences are set up correctly in ECRM. If you are going to follow up with DSS cases and tasks, use the text scripts below, and consider asking the customer to opt into Insurance Policy and Service updates. Beacon Has Shipped Your Drive Safe & Save beacon has shipped! If you haven’t already, you can download the Drive Safe and Save app at https://st8.fm/DriveSafeSave. To track this package, visit https://tools.usps.com/go/TrackConfirmAction_input and copy and search tracking number XXXXXXXXXXXXXXX. Setup 1st Reminder To keep your Drive Safe & Save discount, please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup 2nd Reminder Don’t lose your Drive Safe & Save discount! Please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup 3rd Reminder Final Reminder before you lose your Drive Safe & Save discount! Please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup Not Complete - Lost Discount You’ve lost the initial Drive Safe & Save discount, but you are still eligible. Please reply to let us know if you want re-enroll, but you’ll need to download the app and pair the beacon to get the discount. https://st8.fm/DriveSafeSave Beacon Has Shipped This is from 's State Farm office. Your Drive Safe & Save beacon has shipped! If you haven’t already, you can download the Drive Safe and Save app at https://st8.fm/DriveSafeSave. To track this package, visit https://tools.usps.com/go/TrackConfirmAction_input and copy and search tracking number XXXXXXXXXXXXXXX. Setup 1st Reminder This is from 's State Farm office. To keep your Drive Safe & Save discount, please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup 2nd Reminder This is from 's State Farm office. Don’t lose your Drive Safe & Save discount! Please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup 3rd Reminder This is from 's State Farm office. Final Reminder before you lose your Drive Safe & Save discount! Please complete setup in the app. https://st8.fm/DriveSafeSave. Helpful video https://youtu.be/iA9LQTuOPXM Setup Not Complete - Lost Discount This is from 's State Farm office. You’ve lost the initial Drive Safe & Save discount, but you are still eligible. Please reply to let us know if you want re-enroll, but you’ll need to download the app and pair the beacon to get the discount. https://st8.fm/DriveSafeSave Odometer 1st Notice Please submit your odometer reading in the Mobile app at https://st8.fm/DriveSafeSave so we can calculate your discount. If you’ve recently reported your odometer reading, please disregard this message. If it is not received, your premium can increase. If you need help, please call (800) 782-8332. Odometer 2nd Notice REMINDER: Please submit your odometer reading in the Mobile app at https://st8.fm/DriveSafeSave so we can calculate your discount. If you’ve recently reported your odometer reading, please disregard this message. If it is not received, your premium can increase. If you need help, please call (800) 782-8332. Odometer Next Renewal Please submit your odometer reading in the Drive Safe & Save app at https://st8.fm/DriveSafeSave so we can calculate your discount for your next renewal. If you’ve recently reported your odometer reading, please disregard this message. If you need help, please call (800) 782-8332. Odometer 1st Notice Hi XXXXXXX, this is from 's State Farm office. Please submit your odometer reading in the Mobile app at https://st8.fm/DriveSafeSave so we can calculate your discount. If you’ve recently reported your odometer reading, please disregard this message. If it is not received, your premium can increase. If you need help, please call (800) 782-8332. Odometer 2nd Notice Hi XXXXXXX, this is from 's State Farm office. REMINDER: Please submit your odometer reading in the Mobile app at https://st8.fm/DriveSafeSave so we can calculate your discount. If you’ve recently reported your odometer reading, please disregard this message. If it is not received, your premium can increase. If you need help, please call (800) 782-8332. Odometer Next Renewal Hi XXXXXXX, this is from 's State Farm office. Please submit your odometer reading in the Drive Safe & Save app at https://st8.fm/DriveSafeSave so we can calculate your discount for your next renewal. If you’ve recently reported your odometer reading, please disregard this message. If you need help, please call (800) 782-8332. App Not Transmitting @{Text:281 It looks like your Drive Safe & Save App needs to be updated to transmit data to our corporate office. Please download the app, log in, and update permissions. If you need help, please call (800) 782-8332. https://st8.fm/DriveSafeSave App Not Transmitting This is from 's State Farm office. It looks like your Drive Safe & Save App needs to be updated to transmit data to our corporate office. Please download the app, log in, and update permissions. If you need help, please call (800) 782-8332. https://st8.fm/DriveSafeSaveRead the comments and notes; take the appropriate action and close the case.