HiddenATP Email HiddenUser Type HiddenUser Type Hiddens3email Hiddenfirstname Choose your agent:Please fill out other fields. Which "Issued & Mailed" policies are you working? Issued & Mailed - Auto Issued & Mailed - Fire Delay this opportunity until Vehicle Loans are available through US Bank. Instead, let's create a task scheduled for September 2023 to start building our call list to refinance!HiddenCheck the vehicle to see if there is lienholder. If so (or if it is a newer vehicle) is there an Opportunity & Sales Activity with the info on the Vehicle Loan? Yes or N/A No Check the vehicle to see if there is lienholder. If so (or if it is a newer vehicle) is there a Sales Task with the info on the Vehicle Loan? Yes or N/A No 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 Check for poor coverages: no rental, no glass, low property damage, etc. Could it have been done better? Yes No Send "Vehicle Loan Sales Follow Up" Email TemplateYou are the fail safe! We need to make the pivots and document.Vehicle Loan - Sales Follow Up.oftSend "Vehicle Loan Sales Follow Up" Email TemplateYou are the fail safe! We need to start building our list for 2024 opportunities.Vehicle Loan - Sales Follow Up.oftSend "Your Policy is on the way!" Email Template '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 "Issued - Premium Difference" Email Template 's Email Template Issued - Premium Difference 's Email Template Issued - Premium Difference Send "BOD - 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 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 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 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 "Your Policy is on the way!" Email Template '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 "Issued - Premium Difference" Email Template 's Email Template Issued - Premium Difference 's Email Template Issued - Premium Difference Send "BOD - 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! 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 Double check that the address on all household policies is the same.If not, submit a change of address.