Mandatory Documents

New Client Folder with Bill of Rights, Expectations, ID Card Jacket with contacts sticker and Accident Report guide

Regional Signature Document

Copy of Drivers License

Rental Reimbursemnt Disclosure

Copy of Drivers License

Proof of Insurance

If Applicable Docs

Academic Achievment Documentation

Defensive Driviing Certificate

Voided Check & Pac Agreement

Steer Clear Doc

Academic Achievment Doc

Proof of Purchase

Selection Rejection Doc (PIP, Med)

Appointment Completion Docs

Red Folder and follow up appt.

2 addl products quoted (please write type)

Conclusion

Send new client survey

Start New Client SMP with referral gift

Hit sale button in prospector

Thank you Letter

Scan Docs in app & Electronic File

New Auto Client Checklist

Related Checklist Templates: