SOPs ✅

New Business

💬 Broker of Record

🆕 New Business

📣 New Customer/Policy Onboarding

🔖 Referral Report

Customer Service

🤔 Additional Information

💰 Billing and Payments

📝 Certificates of Insurance

🤵 Client Center Request

⚱️ Deceased

🙋 General Inquiries

🔎 Inspections

✉️ Mail/Hello/Document Retrieval

📲 Phone answering

🧾 Proof of Insurance

🥇 Recommendations

📨 Returned Mail

Policy Service

📊 Cancellations

😑 Client Cancellation Request

🏠 Mortgagee Bill Policies

🚪 Policy Change Request

📄 Policy Change Request Quote

🗃️ Reinstatement

Renewals

📘 Manual Renewals

🗓 Remarketing and Rewriting

📖 Renewal Forms

Miscellaneous

🗂️ Agency Licenses

📁 File Standards

🌐 Licensing and Document Management

Technology

🤖Roboform

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