When he is in town he is marking the renewal quote down of the "Renewal Dec Sheet" from the insurance company, and then handing that handwritten sheet out to be recopied onto our 3 part (NCR) Renewal form.
The white (or top copy) is sent to the insurance about 30 days in advance. The Yellow (or 2nd sheet) is sent a week later) and finally the bottom of the pink sheet is the last written attempt.
When Jerry is in Florida
In an attempt to stream-line the process, rather than Jerry handwriting his quote then faxing the quote to be recopied before being sent, He will complete an online-form and hit submit.
That form will then merge into a "Word Document" which will be printed in three copies. The follow up of the renewals will not change, except for the color coding.
