Please enable JavaScript.

Coggle requires JavaScript to display documents.

Closed Deal, PRELAPSE, Appointment Scheduled, Lapse, Wrong Banking Info,…

- - - - Americo
        
        Ethos
        
        ACA
        
        Golden Rule
        
        Sure Bridge
      - Aetna
        
        F&G
        
        Americas Choice
        
        AllState
      - Fill in the CRM
        
        Did they get approved?
        
        UW
        
        Declined
        
        Approved
        
        Dispositon in IE CRM
        
        Send them to LeaderBoard
        
        1 more item...
        
        Set Reminder for follow up
        
        Fill in Book of Buisness Sheet
        
        Disposition TD
- - - - Have they missed one or 2 payments?
        
        Redraft First Payment?
        
        Withdraw the policy and re write
        
        Draft both payments?
        
        Yes
        
        No
        
        withdraw
        
        1 more item...
        
        Assistant can call in Under Writing with MOO to withdraw it
        
        Theres a 72 BUISNESS HR DELAY after withdraw
        
        Notify Agent in Discord #CS to ask if you should send text or put them on there calendar to call them
        
        Write on to a new carrier?
        
        If so, does that mean they stay in pre lapse?
  - - - Ethos