Personal Lines: Auto Insurance Endorsements & Home Insurance Endorsements Checklist

Description

Auto insurance endorsements and home insurance endorsements are something that your team does each and every day. While they seem routine, you have to remember that each scenario and carrier have different quirks. It’s really hard to remember all the details without a checklist to help guide your team.

Don’t leave your customer experience to chance. Invest in a plan to help your team get every detail of an auto or home insurance endorsement nailed down. As an agency owner, knowing you are reducing endorsement mishaps will help you sleep better at night.

What’s Included In the Auto Insurance Endorsement Checklist

We have a complete package that includes both auto insurance endorsements and home insurance endorsements:

• Workbook that reviews auto insurance endorsement strategies
• Videos that explain the checklist
• Endorsement Checklist as a Word Document and Fillable PDF
  • We can also customize the Fillable PDF for your team.

The auto insurance endorsement checklist includes the following areas:

• Confirm Contact Information
• Vehicle Change Data Gathering
• Deleting a Vehicle
• Decreasing Vehicle Coverage
• Adding A Driver/Youthful Driver
• Divorce Situation
• Converting the Endorsement Into Opportunity
• Processing Checklist
• Scripts to guide your team on the process

What’s Included In the Home Insurance Endorsement Checklist

We have a complete package that includes both auto insurance endorsements and home insurance endorsements:

• Workbook that reviews home insurance endorsement strategies
• Videos that explain the checklist
• Endorsement Checklist as a Word Document and Fillable PDF
  • We can also customize the Fillable PDF for your team.

The home insurance endorsement checklist includes the following areas:

• Confirm Contact Information
• Mortgagee Change
• Cancelled Home
• Increasing Home Coverage
• Decreasing Home Coverage
• Divorce Situation
• Converting the Endorsement Into Opportunity
• Processing Checklist
• Scripts to guide your team on the process

This checklist is great both for seasoned veterans and for new people just starting out! Everyone wants clear processes and procedures on how to offer the best client experience. Our endorsement fillable PDF checklist does just that!