Dial Ask Quote Sold App Email More Charts

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Referral Ask

PCS

Rates

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New Customer

Primary Account Information: First Name: Last Name:

Company: Email:

Address: Cell:

City: Home:

State: Work:

Zip: Gender:

Male Female

DOB: Marital Status:

Acct Type: Lead Source:

Lead Status: Assign To:

Secondary Account Information: First Name: Last Name:

Email: Work:

Cell: Gender:

Male Female

DOB: Relation:

Add To Do: Add To Do: Appt Date:

Functions

Emails

Notes:

Activity:

Sales:

Personal Lines
When will you be paying your next renewal so I know when to give you a call?
Do you pay your auto insurance monthly, every six months or annually?
Who do you pay your premiums to?
Do you own or rent your home?

Commercial Lines
When will you be paying your next renewal so I know when to give you a call?
Who do you pay your premiums to?
Do you need a workers comp?
Do you have a commercial auto policy?

I'm curious, in regards to your insurance, what is most important to you?	Price Proper Coverage Customer Service All The Above
Can I send you an email with my contact information?

Can I ask you a couple more questions and send you over a quote to look at so that you have time to think about it before paying your next renewal?

Fact Finder

Appt Ask

Exit

Policy Information

Log Results!

Production Report:

Date: (from) (to) IssuedWrittenLog ResultBonus Paid

Filters: Search: Grace Period: Days Count All:

Profile

Flashcard Functions

Flashcard Custom

Bonus Schedule

Import

Carrier Links

User Information

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Confirm Password:

Update

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Lead Source

All imported records can be accessed by agent. However, if you want a staff person to have access to imported records, you must login in under that staff person and then import records. If you need help, please call 303-986-5458.

Step 1: Click browse button to select file to upload. It must be a .csv file.

Step 2: Click the upload file button.

Step 3: Set System For IPA's fields to align with the uploaded data fields. Leave System For IPA's fields set to *** Select Field *** if you don't need to import a particular piece of data from uploaded file.

Step 4: Click the preview button.

Step 5: Review the preview data to assure everything looks right.

Step 6: Click the red Upload Records button.

Import History

CARRIERS

Product or Line	Name:	Include In Count	Sales Type	Include Sales Type	Count Type	Commission Type	Staff Assign	Threshold	Comm	Thres- hold
								>=		ADD

Submit

First Name:

TRACKING IS OFF!

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Phone(W): Cell:

First Name: Last Name:

Company: Email:

Lead Source:

Gatekeeper: GK Note:

Notes:

First Name: Last Name:

Second Name: City:

Address: Lead Source:

Cell Phone: Email:

Home Phone: Lead Status:

Notes:

Line:

Type:

CST:

Code:

Process:

From:

Tech ID:

Btn ID:

Activity ID:

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DIAL

DSR: 0%

No Answer	0	0%
Wrong #	0	0%
Bailed	0	0%
Ask	0	0%
No	0	0%
Hopeless	0	0%
Appt Set	0	0%
X-Date	0	0%

QUOTE

DASR: 0%

Active	0	0%
Bad	0	0%
Bailed	0	0%
Incident	0	0%
Ineligible	0	0%
Rejected	0	0%
Stopped	0	0%

SOLD

QSR: 0%

GIVE ME

No	0	0%
Appt Set	0	0%

QUOTE

GSR: 0%

Active	0	0%
Bad	0	0%
Bailed	0	0%
Incident	0	0%
Ineligible	0	0%
Rejected	0	0%
Stopped	0	0%

SOLD

QSR: 0%

PIVOT

No	0	0%
Appt Set	0	0%
X-Date	0	0%

QUOTE

PSR: 0%

Active	0	0%
Bad	0	0%
Bailed	0	0%
Incident	0	0%
Ineligible	0	0%
Rejected	0	0%
Stopped	0	0%

SOLD

QSR: 0%

APPT SET

DSR: 0%

No Answer	0	0%
Bailed	0	0%
Ask	0	0%
No	0	0%
Appt Set	0	0%
X-Date	0	0%

QUOTE

APSR: 0%

Active	0	0%
Bad	0	0%
Bailed	0	0%
Incident	0	0%
Ineligible	0	0%
Rejected	0	0%
Stopped	0	0%

SOLD

QSR: 0%

Name:

Line:

Source:

Dial

Give Me

Pivot

Appt Set

Service

Customer Type:

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* All fields required

Report For: Month: Year:

Commission Statments

Dial Ask Quote Sold App Written Entitled Email

Monthly Quarterly Annually All

Charts

20 Day Challenge
Success Rate (Cumulative)
Pay Per Activity (Cumulative)
Success Rate (Daily)
Activity To Results
Gravity Status
Production By Source
Quotes By Call Type
Entitled/Written Comparison

Tables

Activity & Production
Pay By Month
Cancelled Policies
Email Production
Cumulative Activity
Renewal Projection
Production By Call Type
Production By Source
Carrier Production
Quote to Close By Type
Money Management
Taxes

Call Type

Team Member

Start Date

Carrier Report

Call Log

Prime Calling

Call Processes

Call TypeTeam Member

To Do Complete Log

Completed Open

Set Goals

User Account Div

Content Div

Year:	Make:	Model:
Year Purchased:	Vehicle Use:	Damaged/Salvage Title:
VIN (0):	Titled To:	Annual/To Miles:
Driver:	Ownership:	Coverage:
Original Owner:	Rideshare:	Gap Insurance:
Expect OEM:	Is the loan balance higher than the blue book?
Custom Equipment:	Suspension Lifted:
Note:

Are you open to getting more discounts by allowing a telematic device to track your driving habits?
Do you have AAA? If no, would you expect your insurance to pay towing or roadside assistance expense?
If your vehicle is in the body shop as a result of an accident, would you expect your insurance to pay your rental car expense?
If your windshield needed to be replaced today, how much would you want to pay?
If your vehicle was vandalized, you hit an animal or had hail damage how much of a deductible are you willing to pay towards those repairs?
If your vehicle was damaged from a collision with another vehicle or object, how much of a deductible are you willing to pay towards those repairs?
Would you be interested in going to higher deductibles to reduce premium?
What's the most you'd be willing to pay?
Do you have health insurance?
What would best describe your financial situation?
Paying your premium in full can get you a pretty big discount, so I was wondering if paying your premiums every 6 months or annually an option?
Do you have an umbrella policy?

How does your/their name appear on your/their driver's license?
First Name:		Last Name:	Gender:	Male Female
DOB:		Drivers License:	DL State:
Relation:		Email:	Cell:
Rated Status:		DL Status:	Defensive Driver:
Education:		Student > 100 miles:
Discounts:	Good Student Driver Education Good Driver Mature Driver
SR 22:		SR 22 Start Date:	SR 22 End Date:
Note:

Purchased (M/Y):		Number of occupants?		In a HOA?
If less than 2 years, what was your previous address:
Previous Address:		Previous City/State:	/	Previous Zip:
Dogs Count:		Breed:

Building Information
Address:		City/State:	/	Zip:
Year Built:		Foundation:		Pct Finished:
Sump Pump:
Stories:		Sq Feet:		Style:
Fire Hydrant:		Fire Station:		City Limits:

Exterior Information
Roof Material:		Roof Replaced:		Impact Resistant
Roof Replacement:		Sewer Concern?		Solar Panel Cnt:
Exterior Walls:		Garage:		Garage Sizes:	Cars
Deck:	Sq Ft	Patio:	Sq Ft	Porch:	Sq Ft
Hot Tub:		Pool:		Trampoline:
Detached Structure:		Detached Structure:		Detached Value:

Interior Information
Kitchen Grade:		Bathrooms:	- Full - 3/4 - 1/2	Bath Grade:
Flooring:	Hardwood Carpet Tile Laminate Vinyl
Fireplace:	#	Wood Stove:		Last Inspected:
Heating:		Heating Updated:		Central Air:
Plumbing:	Updated:	Wiring:	Updated:	Household Smoker:

Home Features
Dead Bolts:		Burglar Alarm:		Fire Alarm:
Protective Device:	Smoke Detector Fire Ext Sprinkers	Home Business:		Equipment Coverage:
Floaters:	$ Jewelry $ Firearms $ Collectibles
Do you plan to buy a new home or refinance in the near future?				What year?
Losses:
Notes:

Move In Date (M/Y):		Number of occupants?
If less than 2 years, what was your previous address:
Previous Address:		Previous City/State:	/	Previous Zip:
Dogs Count:		Breed:

Building Information
Address:		City/State:	/	Zip:
Personal Property		Unit Sq Ft:		Year Built:
Floaters:	$ Jewelry $ Firearms $ Collectibles
Do you plan to buy a new home or refinance in the near future?				What year?
Notes:

Applicant
Name:		Gender:	Male Female
Address:		DOB:
City/St Zip:	/	Email:
Home Phone:		Occupation:
Cell Phone:		Marital Status:
Work Phone:		Education:

Co-Applicant
Name:		Gender:	Male Female
Cell Phone:		DOB:
Work Phone:		Email:
Occupation:		Relation:
Education:

Current Auto Coverage:
Carrier:		How Long:	Premium:
Renewal:		Renewal Cycle:	Pay In Full:
Limits:	/	Uninsured:	Medical:

Current Homeowners Coverage:
Carrier:		Premium:	Renewal:
Dwelling:		Other Structure:	Personal Property:
Liability:		Medical:	Loss Of Use:
Deductible:		Deductible (Wind/Hail):	How Is It Paid:
Water Backup:		Replacement Cost:	Extended Dwelling:
Floaters:	$ Jewelry $ Firearms $ Collectibles

Current Renters Coverage:
Do you have renters insurance?
Carrier:		Deductible:	Renewal:
Personal Property:		Liability:
Premium:		How Is It Paid:
Floaters:	$ Jewelry $ Firearms $ Collectibles

Call Back, Appt Set & On Date To Do's

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