Renewal Checklist Form

Renewal Checklist FormAshley Mastowski2023-11-03T12:44:05-08:00

Name

First Last

Policy Number

Policy Type

Checklist:

Save Application and all documents from sales rep to client account

Send application to client via pandadocs

Save signed docs to BA client foldered, labelled “signed”

Create an IAA account or upload to existing account, client docs only

Additional details and changes made to policy

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