Task Step |
# of Days |
Task Description |
🟢 New Customer - ECRM Cleanup |
0 |
Update ECRM
Preferred Names
Online Enablement
Remove Duplicate Phone Numbers
Update Marketing / Text Preferences
DSS: Did customer sign up for DSS? If so, they MUST be enabled for texts in the ""Insurance Policy and Service Updates"" section of their preferences.
Update Account Notes / Alerts (especially Source with Salespersons Initials)
|
🟢 New Customer - 🚘 no 🔥; XXXXXXX or 🔥 no 🚘; XXXXXXX |
0 |
Delete this task if they have both Auto and Fire.
Otherwise, reassign to the salesperson to update this task Subject line and due date.
|
🟢 New Customer - Sales Reminders |
0 |
Add to Sales Log
SFPP / SF Billing - ensure the 1st Named insured is the main point of contact
Opportunity updated to Closed/Won
Close Tasks Associated with Opportunity
Save Docs and Welcome Email to Customer Folder
Cancel Prior Insurance
If Homeowner, contact mortgage company for easy escrow transition.
If you sold PLUP / PAP, automatically close the system generated tasks
|
🟢 FORMS: XXXXXXXXXXXXXXXXXXXX; em/sms/esig/usps xx/xx |
0 |
Update this task with the status of the required forms. |
🟢 New Customer Day 1: Send email U650 |
1 |
Go to Messages > Send Mail/Email & View History > Send Email > Search for U650 > Send Now. *Item may be temporarily unavailable
|
🟢 New Customer Day 5: Send Welcome 💬 & PL91 |
5 |
Send PL91
Go to Messages > Send Mail/Email & View History > Send Mail > Search for PL91 > Send Now.
Welcome Postcard and Welcome Texts.
Text Script 1 of 3
State Farm: Welcome to our Agency! Please save this contact card to your phone to easily reach our office.
Text Script 2 of 3
[Attach your Digital Card]
Text Script 3 of 3
Access your policies & ID cards through the State Farm Mobile App: https://andu5.app.goo.gl/Lr7u
|
🟢 New Customer Day 30: Welcome 📞
|
30 |
It's been 30 days since you wrote this new household. This is a good time to check in with them on billing, forms, ID Cards, Digital Business Card, Mobile App, and to tie up any loose ends.
It is also a good time to invite them in to meet with the agent or someone in the agency if the initial sale was done over the phone.
Text Script:
STATE FARM: Hi XXXXXXXXXXX - we are reaching out to schedule your welcome call with our agency. Do you have XX at XX or YY at YY available?
Remember the hierarchy of appointments and go for the in-person option when calling or texting!
1. In Person at your SF office
2. In Person at their home/office/coffee shop
3. Good Neighbor Connect
4. Phone
|
🟢 New Customer Day 45: Welcome 📧 from
|
45 |
Send the Day 45 Email to Check in from Agent 's Email
https://atpstw.s3.amazonaws.com///New%20Customer%20-%2045%20Day%20Email%20%5BSMP%5D.oft
|
🟢 New Customer Day 62: PAP 📧 |
62 |
Send the PAP Email if they do not have one. 's Email
https://atpstw.s3.amazonaws.com///PAP%20Email%20%5BSMP%5D.oft
|
🟢 New Customer Day 120: Paperless or send 💬 |
120 |
Make sure customer is paperless. If not send this text:
State Farm: We are reaching out to see if you would like to be updated to paperless billing & renewals. You'll access ID Cards and insurance docs online and through the app. Reply 1 to opt in or 2 to continue with mailed documents.
|
🟢 New Customer Day 165: Renewal ID Cards 📧 |
165 |
Send Renewal ID Cards.Customize this message before saving!
XXXXXXXXX,
Thank you for your business! Our corporate office has mailed you a set of ID cards for your next renewal, and I’ve attached a PDF to this email for your records. A lot of times, our clients may not have downloaded the State Farm Mobile app to access the ID cards on their phone, so we wanted to be proactive to make sure you have what you need.
There are a few key coverages that we recommend everybody carries on their insurance; if you do not see these items on your ID card, please let me know if you are interested.
DWG: This means we cover windshield chip repairs and replacements at no charge to you. (averages $5-8/mo)
R1: This means we provide you a rental car during a covered loss. (averages $2-4/mo)
ERS: This means we provide Emergency Roadside Service for tows, flat tires, and dead batteries. (averages $2-3/mo)
More Good News! You are already enabled to review your accounts online at www.statefarm.com, and you can access your ID cards on the website or through the State Farm Mobile App. If you forget your user name or your password, you can reach our website support at (888) 559-1922 option 0, option 1.
State Farm Mobile App (link works for both Apple & Android): https://andu5.app.goo.gl/8KTE
If you have any questions, or if you need assistance, please call or text our office at (xxx) xxx-xxxx.
Thank You,
|
🟢 New Customer Day 200: Google Review 📧 |
200 |
Send the Google Review Email
's Email
https://atpstw.s3.amazonaws.com///Google%20Review%20Request.oft
|
🟢 New Customer Day 240: PLUP 📧 |
240 |
Send the PLUP Email if they do not have one
's Email With Rates
https://atpstw.s3.amazonaws.com///PLUP%20Email%20-%20With%20Rates.oft
's Email Without Rates
https://atpstw.s3.amazonaws.com///PLUP%20Email%20-%20No%20Rates.oft
|
🟢 New Customer Day 315: Home Inventory 📧 |
315 |
Send the Home Inventory Email
's Email
https://atpstw.s3.amazonaws.com///Home%20Inventory%20-%20Disaster%20Planning%20%5BSMP%5D.oft
|
🟢 New Customer Day 350: Renewal Thank You 📧 |
350 |
Send the 1 Year Renewal Thank You
's Email
https://atpstw.s3.amazonaws.com///Renewal%20-%20Thank%20You%20%5BSMP%5D.oft
|