HiddenSMP Email AlertYou are not logged in! Please login to start the SMP.HiddenDate MM slash DD slash YYYY Customer Name* First Last Customer's Email Spouse's Name (If Applicable) First Last Spouse's Email (if Applicable) Who made the sale?* First Last Is this for the Legacy or MOA?Skip if you do not have a MOA. Legacy MOA New Customer Packet Information:Did you add it to the sales log?* Yes No Did you set up the client folder on the W:Drive?* Yes No Did you make sure the primary contact is the first named on the SFPP account?* Yes No Did you online enable all household members?* Yes No Did you send out New Auto Paper Work email and save your sent email to the customer folder* Yes No Did you update the customer info tab for each household member?* Yes No Do we need a New Customer Packet mailed?* Yes No Do we need to make a New Customer call in 30 day to check in?* Yes No Did you write an Auto Policy? Yes No - Fire No Auto Did you write a Fire Policy? Yes No - Auto No Fire Which Fire policy did you write? Homeowners Renters Condo Did you call the mortgage company to make a smooth escrow transition? Yes No Do not submit this form until you have called the mortgage company to switch over the insurance for the escrow account!Did you write a Rental Dwelling Policy? Yes No Do we still need to take photos?* Yes No Did you sell Life Insurance? Yes No Did you sell Health Insurance? Yes No Did you sell a PLUP?* Yes No Did you sell a PAP?* Yes No Do we need UW info for the PAP? (Serial # & Appraisal Info)* Yes No Did you cancel their existing policies? Yes No - Customer will cancel ECRM Record Information:Do we need forms signed?* Yes No Which forms?* UM Sel/Rej MP Sel/Rej SFPP Steer Clear (SCD) Driver's Training (DT) Good Student (GSD) Cancellation Letter (CL) Internal Customer Survey (CS) Is there a task in ECRM for forms?* Yes No Did you close all tasks within the opportunity and close the opportunity as "Won"* Yes No Did you create an alert with the source?* Yes No If they are a single line household, did you set an opportunity to hunt for other LOB?* Yes No / NA Did you send U650 today? it is the Mobile App Email* Yes No Forms - Any additional notes?:Account Notes:SOURCE:* SAVINGS: EMPLOYMENT: EMPLOYMENT (Spouse): Children + Details: Life Insurance: HiddenVehicle Loan(s):