Embedded Files
Setup
Setup
Download Adobe Technology
Login with Carlo Scarlett or Brittni
Fix settings In Adobe
Windows ---> Edit ---> Preferences ---> Forms---> Uncheck "Show
border hover color for fields"
Mac- ---> Files ---> Preferences ---> Forms---> Uncheck "Show
border hover color for fields"
Complete your portion then save and Rename document to client name
Acrobat Pro - 10 December 2023
Add your changes to below to go over with team lead and send changes to Therese Potter to update form
Personal Lines
Personal Lines
Form Link: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:39973068-46c5-4a5f-823e-ee5c54cf5d84
Changes to be made:
Change in dwelling coverage? /Use the compare feature and save to file and add to notes
Are the contact numbers the same for primary and secondary contacts?
Review
Make the call
Occupation
Under Reshop Prohibitors
Personal details- PIN THIS NOTE
Second to last page has labels when it should be last
Notes:
Sandeep YadavSamantha MontinolaSamantha Montinola Erika PalaciosErika Palacioswe are looking to start completing renewal forms starting 02/16 onward
This applies for all high and low risk accounts
https://docs.google.com/document/d/10ScK_ubRBdd0SCYB29lmA8b4mkwngPX9OpCro4aJ7N4/edit
Find and qualify https://www.loom.com/share/f79d4160a0dc4009bf53e3f069854595
WF going forward https://www.loom.com/share/74734f88bcdc4bc19ff1af6aeaf4852c
Completing renewal Forms https://www.loom.com/share/0e388ec4165f4db681ee0c19f87118f2
Renewal forms Pt 2 https://www.loom.com/share/05964bad95af430787b6b1aef08d1d75
Commercial Lines
Commercial Lines
Form Link:
Changes to be made:
For Subcontractor agreements we have a video and doc on our website but we need to emphasize Time and Scope
Trucking Lines
Trucking Lines
Form Link:
Changes to be made:
Are the contact numbers the same for primary and secondary contacts?
Are the primary and secondary phone and email the same? If so, select N for cell and email on secondary contact and DELETE them in Ezlynx
Do we have a section to update pinned notes? Remove payment information or automatic policy change requests?
Fix NAICS code
Value added like FMCSA helpers, etc
Page updated
Report abuse