We have Letters stored on the F Drive.
We need to avoid sending Handwritten letters.
Drivers in Household
Driver's Number request
Proof of Prior request Spouse Info Request letter
_______________________________________________
Monday, December 21, 2009
Info changes when we take application, Procedure
What to do when the info changes when we take the application.
When we take the application and find out information that will change the price, we need to re run the quote ASAP, while the person is still on the phone. Then I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.
The same this is true if after I sign off on the application. If after entering the application the rate changes (Most likely due to MVR) Again I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.
It is best to catch and react to these problems ASAP.
Sincerely
Larry Lubell
Urban Insurance Agency
When we take the application and find out information that will change the price, we need to re run the quote ASAP, while the person is still on the phone. Then I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.
The same this is true if after I sign off on the application. If after entering the application the rate changes (Most likely due to MVR) Again I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.
It is best to catch and react to these problems ASAP.
Sincerely
Larry Lubell
Urban Insurance Agency
Drivers in Household
( Letter on F Drive)
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding information on drivers in your Household.
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down the names of all additional drivers in your household.
If there is a driver in your household we will need their information;
since they will either be listed on, or excluded off of your policy.
Top of Form
Name _____________________ _Date of Birth________________
Drivers license number____________________________________
Bottom of Form
Name _____________________ _Date of Birth________________
Drivers license number____________________________________
Top of Form
Sincerely
Larry Lubell
Urban Insurance Agency
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding information on drivers in your Household.
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down the names of all additional drivers in your household.
If there is a driver in your household we will need their information;
since they will either be listed on, or excluded off of your policy.
Top of Form
Name _____________________ _Date of Birth________________
Drivers license number____________________________________
Bottom of Form
Name _____________________ _Date of Birth________________
Drivers license number____________________________________
Top of Form
Sincerely
Larry Lubell
Urban Insurance Agency
_______________________________________________________
Driver's Number request
( Letter on F Drive)
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us Regarding Your Driver’s License number
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down your # in the space below:
Top of Form
Your driver’s license number ______________________________
Sincerely
Larry Lubell
Urban Insurance Agency
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us Regarding Your Driver’s License number
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down your # in the space below:
Top of Form
Your driver’s license number ______________________________
Sincerely
Larry Lubell
Urban Insurance Agency
Proof of Prior request
(On F Drive)
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding Proof of Prior Insurance.
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down the name of your prior Insurance Company
in the space below, and send a photo copy of that policy.
Top of Form
Proof of prior insurance_____________________________________
Bottom of Form
Top of Form
You can fax this information back to us at 312-664-7193
Sincerely
Larry Lubell
Urban Insurance Agency
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding Proof of Prior Insurance.
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down the name of your prior Insurance Company
in the space below, and send a photo copy of that policy.
Top of Form
Proof of prior insurance_____________________________________
Bottom of Form
Top of Form
You can fax this information back to us at 312-664-7193
Sincerely
Larry Lubell
Urban Insurance Agency
Spouse Info Request letter
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding information Your Spouse.
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
We would like to include your spouse on your policy.
Please mark down their information below.
If He, or she, does not drive – Please sign the attached Exclusion form.
Top of Form
Name _____________________ _Date of Birth________________
Driver’s license number____________________________________
Bottom of Form
You can fax this information back to us at 312-664-7193
Sincerely
Larry Lubell
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding information Your Spouse.
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
We would like to include your spouse on your policy.
Please mark down their information below.
If He, or she, does not drive – Please sign the attached Exclusion form.
Top of Form
Name _____________________ _Date of Birth________________
Driver’s license number____________________________________
Bottom of Form
You can fax this information back to us at 312-664-7193
Sincerely
Larry Lubell
Urban Insurance Agency
Contact us Vin #
(Contact us letter found on F Drive)
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding the Vin # for your car.
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down your Vin # in the space below:
Top of Form
The Vehicle identification # for your car___________________
You can fax this information back to us at 312-664-7193Bottom of Form
Sincerely
Larry Lubell
Urban Insurance Agency
Urban Insurance Agency
800 North Wells
Chicago, Illinois 60610
800-680-0707
Date ______________
_
_
_
Please Contact Us
Regarding the Vin # for your car.
Dear M____________________,
We tried to reach you by phone, but have been unsuccessful.
We are in need of additional information in order to start insurance
coverage for you.
Please mark down your Vin # in the space below:
Top of Form
The Vehicle identification # for your car___________________
You can fax this information back to us at 312-664-7193Bottom of Form
Sincerely
Larry Lubell
Urban Insurance Agency
Received Money / Missing Information
But missing information needed to order
There are times where we will receive a payment to start insurance, but we do not have enough information to strata the insurance policy.
First, we must do all we can to avoid this problem.
If a person tells us they are going to send in money, make sure we take an application while they are on the phone.
1. If they are an “Old Customer” pull the file, see if we have all of the information, we might be able to answer the question.
2. Call the prospective customer for the missing information.
3. If you cannot reach, leave a detailed message. Do NOT just say “Call Urban” the customer will call back and the person taking the call will have no idea why the person is calling.
4. If we have a job # or a Cell # call those as well.
5. If the prospective customer gave us a fax number, then fax a note requesting the needed information (use our already preprinted sheets).
6. If we have an email address, and you were not able to get them by phone, then send an email request asking for the missing information.
We must make a distinction between a person sending in a check, and someone that paid us credit card. If we charged their card that is the same as cashing their check on giving them PROOF, in those cases we must credit back their card till we have all needed info to start coverage.
Finally we can put this sheet into the FOLLOW-UP Folder with a detailed note.
There are times where we will receive a payment to start insurance, but we do not have enough information to strata the insurance policy.
First, we must do all we can to avoid this problem.
If a person tells us they are going to send in money, make sure we take an application while they are on the phone.
1. If they are an “Old Customer” pull the file, see if we have all of the information, we might be able to answer the question.
2. Call the prospective customer for the missing information.
3. If you cannot reach, leave a detailed message. Do NOT just say “Call Urban” the customer will call back and the person taking the call will have no idea why the person is calling.
4. If we have a job # or a Cell # call those as well.
5. If the prospective customer gave us a fax number, then fax a note requesting the needed information (use our already preprinted sheets).
6. If we have an email address, and you were not able to get them by phone, then send an email request asking for the missing information.
We must make a distinction between a person sending in a check, and someone that paid us credit card. If we charged their card that is the same as cashing their check on giving them PROOF, in those cases we must credit back their card till we have all needed info to start coverage.
Finally we can put this sheet into the FOLLOW-UP Folder with a detailed note.
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