Property and Casualty Sales Entry P&C Sales Entry * NOTICE : A policy MUST be BOUND before it can be entered into this system! Get year 2025 Get day 18 Get Month Feb Agent: — Choose —AerialChelseaCICCristyJayJessicaKellieLisaMichelleRaymondValVickieWhitney Date: FebJanFebMarAprMayJunJulAugSepOctNovDec< Policy Information: Customer First Name: Customer Last Name: Customer Age: Zip: RQ?: YesNo Policy Type: — Choose —ATV / ORVAnnuityAutoBoatCondoFloodGolf CartHomeownersLandlordLife – Basic termLife – u/wManufactured HomeMotohomeMotorcycleRentersSPPUmbrellaBrokered StuffBrokered CommercialBrokered EQBrokered HomeBrokered LLBrokered MH Source: — Choose —1800 Allstate / CIC / Web24/7 TeleAged LeadsAgency Direct MailAllstate DMAvengeAWL Live TransferCall InCommunity InvolvmentConnect QuotesCross SellCurrent CustomerDatalotEverquote Live TransferFriends & FamilyHometownInsurancequotes.comInternet SearchOtherPhone BookPreciseQuote WizardReferralRe-QuoteRe-WriteTelemarketingTransfer InTrigger LeadWalk In State: — Choose —KentuckyTennesseeIndiana Agency: — Choose —La Grange Rd. – A0A8004J-Town – A0B4248Nashville – A0B9193 Items: — Choose —.51234567891011121314151617181920 Premium: Company: — Choose —AAAAmerican NationalAuto OwnersCincinnati or Ohio CasDirectEncompassErieFarm BureauGeicoGrangeGuideoneHartfordKY NationalLiberty MutualMetlifeMotoristNationwideProgressiveSafe AutoSafecoShelterState Auto MeridianState FarmTravelersUSAA IS: — Choose —1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950 Roof age: — Choose —123456789101112131415161718192020+ BI Limits: — Choose —25/5050/100100/300250/500 Bonus Information: Notes: 3 / 4 Policy HH bonuses are for when you write a new HH, NOT when you cross sell a current customer. 3 policy HH cannot be combined with the PUP bonus. Customer Excellence is given to you by MJ at her discretion. Live transfer can’t be combined with on the spot. If you sell a Live transfer on the spot you ge tthe on the spot bonus of $20 versus the live transfer bonus of $10. Team work is for when 1 person does the original work and reviews coverage, etc. then when the client calls back and hte person #1 isn’t there then person #2 completes the policies. The sale is split items/premium and you each get the team work bonus. Team work can also be used when you pass a hot lead off to another person who may have the skill to sell to that type of customer or sy it’s a complex case and ou aren’t confident and need help so you pass it off. This is to incentivise you to work together to make the sale and get the customer in GOOD HANDS ASAP! Full insurance review includes everything in the insurance review checklist. Notes in E-Agent on all of the checklist. Cross sell – Taking one of our customers from 1 policy HH to a 2+ policy HH. MJ will add your shift differential bonus to your 1st check of the month so no need to add it in the NBL any longer. Bonus 1:— Choose If Applies–3 Policy HH4 Policy HHAwesome Agency Review w/ Your NameBooster $10Booster $15Booster $20Booster $25Booster $50Booster $75Booster MEGA $100Commitment to Customer ExcellenceCross SellCustomer SaveDoug BoosterDoug Kept Calendar ApptDoug Live TransferFull Insurance ReviewGold or PlatinumHO EnhancedInspectionITVLife BoosterLive Transfer AWL, Everquote, DL, Avenge etc.On the spot salePUPQuote Party BoosterRetentionTeam Mate Worker ReferralTeam WorkNone Bonus 2:— Choose If Applies —3 Policy HH4 Policy HHAwesome Agency Review w/ Your NameBooster $10Booster $15Booster $20Booster $25Booster $50Booster $75Booster MEGA $100Commitment to Customer ExcellenceCross SellCustomer SaveDoug BoosterDoug Kept Calendar ApptDoug Live TransferFull Insurance ReviewGold or PlatinumHO EnhancedInspectionITVLife BoosterLive Transfer AWL, Everquote, DL, Avenge etc.On the spot salePUPQuote Party BoosterRetentionTeam Mate Worker ReferralTeam WorkNone Bonus 3:— Choose If Applies —3 Policy HH4 Policy HHAwesome Agency Review w/ Your NameBooster $10Booster $15Booster $20Booster $25Booster $50Booster $75Booster MEGA $100Commitment to Customer ExcellenceCross SellCustomer SaveDoug BoosterDoug Kept Calendar ApptDoug Live TransferFull Insurance ReviewGold or PlatinumHO EnhancedInspectionITVLife BoosterLive Transfer AWL, Everquote, DL, Avenge etc.On the spot salePUPQuote Party BoosterRetentionTeam Mate Worker ReferralTeam WorkNone Bonus 4:— Choose If Applies —3 Policy HH4 Policy HHAwesome Agency Review w/ Your NameBooster $10Booster $15Booster $20Booster $25Booster $50Booster $75Booster MEGA $100Commitment to Customer ExcellenceCross SellCustomer SaveDoug BoosterDoug Kept Calendar ApptDoug Live TransferFull Insurance ReviewGold or PlatinumHO EnhancedInspectionITVLife BoosterLive Transfer AWL, Everquote, DL, Avenge etc.On the spot salePUPQuote Party BoosterRetentionTeam Mate Worker ReferralTeam WorkNone * By clicking submit, I certify that I have reviewed the above information and it is correct, the policy has already been bound, and I am entitled to each of the selected bonuses.* Submit