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  • Auto Quote Sheet

    Transféré par

    Earnest Jordan
    83 vues1 page
    This document is an auto insurance quote sheet containing fields to collect information from a customer seeking an auto insurance quote. It requests details about the customer's contact information, current insurance provider, vehicles to be insured, drivers, occupations, current insurance costs, and important factors other than price. Coverage options are listed for various types of auto insurance that can be quoted. Sections are included to check driving records and offer young driver programs.

    Description originale:

    automobile insurance quote sheet

    Titre original

    Auto Quote Sheet.doc

    Copyright

    © Attribution Non-Commercial (BY-NC)

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    This document is an auto insurance quote sheet containing fields to collect information from a customer seeking an auto insurance quote. It requests details about the customer's contact information, current insurance provider, vehicles to be insured, drivers, occupations, current insurance costs, and important factors other than price. Coverage options are listed for various types of auto insurance that can be quoted. Sections are included to check driving records and offer young driver programs.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    83 vues1 page

    Auto Quote Sheet

    Transféré par

    Earnest Jordan
    This document is an auto insurance quote sheet containing fields to collect information from a customer seeking an auto insurance quote. It requests details about the customer's contact information, current insurance provider, vehicles to be insured, drivers, occupations, current insurance costs, and important factors other than price. Coverage options are listed for various types of auto insurance that can be quoted. Sections are included to check driving records and offer young driver programs.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    sur 1

    AUTO QUOTE SHEET

    DATE: ________________

    Referral / Source: _______________

    1. What brings you to Allstate? 2. What has you shopping for car insurance? 3. Are we the first company you called for a
    quote?
    Legal Name ___________________________________________________________________________________________________
    Address ______________________________________________________________________________________________________
    Phone ____________________Work ____________________ Cell _________________ E-Mail ______________________________

    4. Who is your current insurance provider and are you satisfied with your agent?
    PRIOR INSURANCE: _________________Policy No.: _________________ How Long: ________Expiration Date: ____________

    AUTOS
    Year

    Make

    Model

    VIN

    (For Motorcycles need CCs and for Motorhomes need the value)

    Lien?

    Date Purch

    1. __________________________________________________________________________________________________________________________
    2. __________________________________________________________________________________________________________________________
    3. __________________________________________________________________________________________________________________________
    4. __________________________________________________________________________________________________________________________

    DRIVERS
    Name

    Married Status (M/S)

    Drivers License

    DOB

    SSN

    Tickets/Acc in 5 yrs

    1. ___________________________________________________________/______/_______________________________________________________
    2. __________________________________________________________ /______ /_______________________________________________________
    3. __________________________________________________________/_______/_______________________________________________________
    4. __________________________________________________________/_______/_______________________________________________________

    OCCUPATIONS: __________________________________________________________________________________
    (Good Hands Discount for certain occupations and for retirees)
    Children in HH, Name & DOB: ______________________________________________________________________
    COVERAGES:
    Car 1

    Car 2

    Car 3

    Car 4

    BI

    _____/_____

    Same

    Same

    Same

    PD

    __________

    Same

    Same

    Same

    UM BI

    _____/_____

    Same

    Same

    Same

    UM PD

    __________

    Same

    Same

    Same

    MED

    __________

    Same

    Same

    Same

    COLL

    __________

    __________

    __________

    __________

    COMP

    __________

    __________

    __________

    __________

    TOW

    __________

    __________

    __________

    __________

    RENTAL

    __________

    __________

    __________

    __________

    IFS Score _________


    POP Checklist

    Check RMPs All States

    Print the CCDB Screen for your records

    Young Driver Tips

    (TN Only)

    YD with B average?

    If YD in HH offer Teensmart

    Y or N

    5. How much do you currently pay for auto insurance? 6. Other than price, what is important to you in your auto insurance?
    Notes:

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