INSD First Name
Source
Internet
Referral
Walk-In
X-Sell
Service Call
Interaction Notes
Auto Quote
Monthly
×6=
6-Mo Term
Liability
100/300/100
250/500/100
50/100/50
25/50/25
PIP / Med
$100k
$50k
$10k
Rejected
DSS
Applied
No
Ineligible
+ Add Vehicle
Fire / Home
Annual
÷12=
Est. Mo
Risk Address
Dwelling (RC)
Deductible
1%
0.5%
$1,000
$2,500
$5,000
LIEN
PBRI / Endorsements
Life Pivot
YES - App Started
YES - Quote Sent
NO - Price Obj
NO - Work Covg
NO - Not Interested
Did Not Ask
Notes
FINAL NOTE
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