HiddenSMP Email AlertYou are not logged in! Please login to start the SMP. Customer Name* First Last Customer's Email Is this for the Legacy or MOA?Skip if you do not have a MOA. Legacy MOA Who did you meet with?* Customer Spouse Both Who conducted the Simple Conversation? First Last When did you meet with them? MM slash DD slash YYYY Spouse's Name (If Applicable) First Last Spouse's Email (if Applicable) What did you cover this appointment?*Check all that apply Auto/Fire Umbrella/Liability Life/Annuity Retirement Health Disability Long Term Care College What policies do we need to change?* Fire Auto Both None Fire Policy Changes* Select All Sewer Line Endorsement Home Systems Protection Energy Efficiency Upgrade Home Rental Endorsement Adult Day Care Backup of Sewer / Drain ID Restoration Loss Assessment Increase Other - Refer to Additional Notes Auto Policy Changes* Select All Full Glass Rental Car Reimbursement ERS Auto Liability Increase Uninsured Motorist Increase Auto Deductible Changes Medical Payments Change T&C Endorsement (Uber/Lyft) Other - Refer to Additional Notes Auto Liability Increase: 100/300 250/500 UM Increase: 100/300 250/500 Auto Deductibles: $250 $500 MP Change: $5,000/Person $10,000/Person $25,000/Person Did you discuss a PAP?* Yes - Customer not interested Yes - Customer interested No - Did not discuss No - Policy already issued When should we follow up on the PAP? MM slash DD slash YYYY Did you discuss a VL/MTG?* Yes - Customer not interested Yes - Customer interested No - Did not discuss No - Bank products are with SF When should we follow up? MM slash DD slash YYYY Did you discuss a PLUP?* Yes - Customer not interested Yes - Customer interested No - Did not discuss No - Policy already issued When should we follow up on the PLUP? MM slash DD slash YYYY Did you discuss the Group Benefits Form?*Located Here Yes - Customer not interested Yes - Customer interested No - Did not discuss No - Life is with SF When should we follow up on the HR Benefits? MM slash DD slash YYYY Additional notes about this meeting:Who will conduct future meetings?* Staff Financial Only Appt with Agent Good Prospect For:*Check all that apply PLUP Life Hospital Income Retirement Mtg Meeting with CFP Mortgage Additional notes for the future meeting: