Personal Lines New Business Audit

Date Account Manager Client Policy # Marketing Total: 0 Task Business Unit on the Client record is correct (Division - PSA Financial Center; Department - Personal Lines Agency Personnel is correct Quotes from carriers attached to an activity in AMS with "New Business Marketing" action code Quote provided within agency guidelines: "In by 2, out by 5" New Business Task Client is marked as "Active" and set to "Customer" in AMS Complete applications are sent to the client or AE for signature/approval "New Business Application" used as activity action code when sending applications Applications are in AccuraImage Commissions on the policy are correct for Account Executive(s) Auto ID Cards and Evidence of Property are sent to client and/or AE Total: 0 Possible: Answer 6 Form Total Form Possible Total Score 0 10 0%

Possible: Answer

0% Points 0 0 0 0 0% Points 0 0 0 0 0 0

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