Account Manager Request Form Add Telematics
Client Name / Name of Person Requesting the Change
*
First Name
Last Name
Name of Account Manager Submitting Form
*
Please Select
Shirley Monson
Kathy Busse
Joy McFarlane
Gabby Ruder
Melissa Rodriguez
Effective Date of Change
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Did you confirm the carrier requirements?
*
Yes
No
Did you register the insured w/carrier?
*
Yes
No
Did you follow up with the insured?
*
Yes
No
Did you confirm it was completed with the carrier?
*
Yes
No
Did you confirm the client's score results?
*
Yes
No
Submit
Should be Empty: