Test Page COPY | SPEED Training Workshop

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First Name

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User Email

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ATP Agent #

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ATP Agent's Email

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Date

Choose your agent:*

Please fill out other fields.

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Choose your action

Start the New Customer SMP
Set up the New Customer SMP in ECRM

All SMPs are done through ECRM now. Choose "Set up the New Customer SMP in ECRM" and follow the instructions to set them up on your agent's system.

New Customer SMP

Email us if you need to delete an SMP.

Customer Name*

Customer's Email

Spouse's Name (If Applicable)

Spouse's Email (if Applicable)

Who made the sale?*

Did you add it to the sales log?*

Yes
No

Is the primary contact the first named on the SFPP account?*

Yes
No

Did you online enable all household members?*

Yes
No

Is the New Auto Paperwork email and saved to the customer folder?*

Yes
No

Did you update the customer info tab for each household member?*

Yes
No

Do we need to mail a New Customer Packet?*

Yes
No

Do we need to make a New Customer check in call in 30 days?*

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 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

Are all tasks within the opportunity closed & the opportunity is "Won"?*

Yes
No

Did you create an alert with the source?*

Yes
No

For single line households, is there an opportunity for the 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:

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Vehicle Loan(s):

ECRM Setup Instructions

Remember, only agents can set these up in ECRM, so you need to do a screenshare with them and have control of their system. You can paste the steps below into the chat to then copy/paste into the Onboarding Cases. This is a one-time 15-30 minute project, so plan accordingly. If you need step by step instructions, click here for TMT instructions.

SMP Process Training
Zoom Recording

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