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Onboarding Flow (Prospect Calls/Texts/Visit (Log Primary Info (eligible…
Onboarding Flow
Prospect Calls/Texts/Visit
Log Primary Info
eligible
Eligible
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
Insurance responds
Good Driver / Clean Record
Approved
1 more item...
Has Accident
Request Police Report
2 more items...
Poor Driver / Poor Record
Ineligible / Store Info in Ops 4
Ineligible
Information stored in Ops4