Agent Application

HOW DID YOU HEAR ABOUT SURUS?*

AGENT NAME: *

First NameLast Name

ADDRESS:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

EMAIL:*

example@example.com

BEST CONTACT NUMBER:

NUMBER OF SALES EMPLOYEES:*

NUMBER OF SERVICE EMPLOYEES:*

NUMBER OF LAPSE CAN GOAL:

NUMBER OF CURRENT LAPSE CAN:

% OF COMM. BUSINESS:

% OF PERSONAL BUSINESS:

NUMBER OF YEARS AS AN AGENCY:*

INBOUND CALLS:*

I need Surus 4 hours a dayI need Surus 8 hours a dayI do not need Surus to take inbound calls

Bilingual assistance:*

I do not require bilingualI need bilingual help

IN OFFICE TEAM:*

I have someone who will share service items with SurusI do not have anyone who will share service items with Surus

VISION/GOALS:*

GrowthMaintain

Surus takes ownership of service action items.

Surus alone begins and completes each service action item.

Surus is the liaison connecting, coordinating, & communicating onbehalf of the agency and the client.

AVERAGE DAILY ACTION ITEMS IN YOUR BOD & CASES COMBINED :*

How are you working Policy Issued & Mailed now & why?*

How are you working Increases now and why?*

Is your agency in policy center and SF Billing, if so to what capacity?*

Are you interested in MOD training?*

Claims process:*

I have a ProcessI need help with a claims process

Average Daily Late Pays:*

Average Daily Raw New Policies Issued & Mailed: *

Average Daily Premium Increases/Decreases: *

Average Daily Claims: *

Average Daily Shared Folders Count: *

Once a task has been created for the email:

Mark it completeMark it an assigned colorRemove it from the folder

AGENT INTRODUCTION