Onboarding Flow (Prospect Calls/Texts/Visit (Log Primary Info (eligible…
Log Primary Info
Information stored in Ops4
Sally takes HL/DL $10 Application Fee
Ideally we'll upload these documents to OPS4
Sally emails prospect package (HL/DL) to insurance
- request a quote on a selected vehicle policy
Good Driver / Clean Record
1 more item...
Request Police Report
2 more items...
Poor Driver / Poor Record
Ineligible / Store Info in Ops 4