add and or remove a vehicle internal form Add a vehicle (internal) (1) Here is the link to the Add or remove a vehicle (follow-up email) email template.Agent's Name*HannahRanaMakaylaMattJaredTomMerwynGladysJaimeHaileyToday's date* MM slash DD slash YYYY Name of Client* First and Last name. Who are you speaking with, if you are speaking with someone other than the client. First and Last name. How is the request being made?* Phone Email Vehicle InformationYear*Make*Model*VIN*Date of purchase* MM slash DD slash YYYY Price of vehicle (USD)*Financed or leased?* Yes No Name of companyAddress of companyHas Loan/Gap Coverage* Yes No Interested in Loan/Gap Coverage* Yes No Is there any custom equipment?Whose names are on the registration?* Talk to Jared if it is in a different nameVehicle Driver* First and Last name. Who will drive the vehicle?Is the vehicle used for business?* Yes No What is the name of the business?Which business will the vehicle be used for?*Which type of business will it be used for?Does an employee ever drive the vehicle? Yes No How is the vehicle used?Do you ever drive your customers in the vehicle? Yes No Do you keep equipment, tools, inventory, or business property in the vehicle? If yes, what are they and what is the value?Is there any signage on vehicle?* Yes No What signage is it?*What is it?Where is it?*Where is the signage located?How large is the signage?*How large is it?Is the vehicle driven to work? If yes, how many miles to work one way?How many miles will be driven annually?*Will this vehicle be garaged at your home?* Yes No What is the address where it is stored? Why is it stored at this location?Removing vehicle?* Yes No Are you getting rid of any of your vehicles that are on your auto insurance policy now?Vehicle RemovalWhich vehicle?*What are you doing with the vehicle?*Removal date* MM slash DD slash YYYY What date does it need to be removed? NOTE: We don’t remove a vehicle for a future date. We verify 100% that the vehicle is GONE before we remove it.For AgentDid I review all the current vehicles and coverages with the client?* Yes No Why not?Do they want to make any coverage changes to any of their vehicles or do they have any questions about any of it?As you reviewed the coverages, did you see any “red flags” such as a vehicle without collision that doesn’t have UMPD, windshield replacement, or towing only on one vehicle but not the other?Do they want comprehensive and collision coverage? Yes No Which deductible do they want for comprehensive?Which deductible do they want for collision?NOTE: If a vehicle does not have collision coverage, we recommend that they add UMPD to that vehicle.Did you add UMPD coverage?* Yes No Other Explanation for otherDid the client reject this coverage?* Yes No Does the client understand what it is?If a vehicle has comprehensive coverage, then the auto insurance company will pay to repair rock chips on the windshield. We recommend that you get a rock chip repaired immediately when you notice it. Rock chips often turn into cracks. Small rock chips are easily fixed but cracks cannot be fixed, so if you take care of the rock chips quickly then you can prevent them from turning into cracks.Rock chips. Did you read this to the client?* Yes No AGENT SCRIPT: If a vehicle has comprehensive coverage, some insurance companies will sell a coverage called “windshield replacement.” If a windshield is cracked, this coverage will pay to replace the windshield. Some companies will require a small deductible from you and some companies will not. Not all companies offer this coverage. It sometimes will make sense to buy this coverage for a vehicle, but it will sometimes not make sense to buy it. Windshield replacement coverage. Did you read this to the client?* Yes No Does the client want to add windshield replacement to any of the vehicles? NOTE: Before you ask this question, make sure that the vehicle is eligible for towing/roadside…for example, some companies will only offer towing/roadside if the vehicle has come and collision coverage.Do they want towing/roadside assistance?* Yes No Would you like towing/roadside assistance?If they have a company that does not allow towing/roadside on a vehicle that does not have comp/collision, then tell them that this vehicle does not and cannot have towing/roadside.Did you explain this to the client?* Yes No Is the vehicle eligible for rental/car loss of use?* Yes No Do they want rental car/loss of use?* Yes No Did your review the auto insurance coverages and vehicles with the client?*Write a sentence, not just yes or no.Do they qualify for the telematics program? Yes No Did you offer the telematics program? Yes No Did you make the change in the policy?* Yes No Do the insureds have an umbrella policy?* Yes No Did you update the umbrella policy?*Did you see 100% verification on the screen that your change was accepted?* Yes No Will you email the auto ID card(s) to the client?* Yes No Will you email the client a follow up email using the template for "Email template after service change"?* Yes No Will you make a note in AMS?* Yes No NOTE: If for some reason, adding this vehicle will make the premium go WAY UP, then we need to do a proactive requote. We don’t want the person to be alarmed and get a quote with someone else.Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* Where do you want the completed form sent?* NotesHere is the link to the Add or remove a vehicle (follow-up email) email template.
