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INSURANCE ONBOARDING
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843-323-2935
Customer Name
First
Last
Select Type
Auto
Landlord
Home
Condo
Renters
Last 4 of Policy Number
Please enter a number less than or equal to
9999
.
Policy Date Sold
MM slash DD slash YYYY
Policy Effective Date
MM slash DD slash YYYY
Contact Method
Phone
Email
In-Person
Text
Auto Policy Checklist
Ownership Status Verified (No Salvage Title)
Customer’s Name Spelling Confirmed
Driver’s License Information Verified
Mailing and Physical Addresses Confirmed
Email and Phone Numbers Confirmed
Texting Opt-In Verified and Documented
Lienholder Information Confirmed and Entered (if applicable)
Proof of Prior Insurance Received (if needed, for discount or underwriting)
Multi-Policy Discount Verified or Cross-Sell Attempted (e.g., home/renters) – BUNDLE
Policy Summary Reviewed with Customer:
Reminder Given to Cancel Old Insurance Policy / Offered Help if Needed
ID Cards Sent to Customer (via email or mail)
Customer Knows How to Reach Us (Phone, Text, and Email Info Provided)
Discount Eligibility Confirmed (e.g., E-sign, Safe Driving, EZpay)
Customer App Access Explained/Walked Through
Asked for Referral
Asked for Online Review
Ask to put customer on Auto-pay, RCC or EZPay
Is the customer interested in the EZPay option?
Is the customer comfortable with the set deductibles?
Select All
Home Policy Sold – Specific Checklist Items
Verify policy type is correct (Condo, LLP, Home, etc)
Verify insurable interest in property
Effective Date Confirmed with Customer
Discounts Verified (Multi-Policy, EFT, etc.)
Mortgagee/Lienholder Information Verified (Loan # Collected, if applicable)
Required Documents Confirmed/Uploaded (e.g. application, waiver, inspections,)
Customer’s Name Spelling Confirmed
Phone Number and Email Address Confirmed
Mailing and Physical Addresses Confirmed
Customer Confirmed Receipt of Policy Documents
Billing Method and Payment Schedule Reviewed
Payment Method Confirmed (ACH, Card, Invoice, Mortgagee Billed)
Mortgagee Billed? Escrow Clause and Lender Info Verified
Texting Opt-In Verified and Documented
Customer Reminded to Cancel Prior Policy (if applicable)
Customer Shown How to Contact Us for Service or Claims
Encouraged Allstate App Download & Paperless Setup
Water Backup Coverage Reviewed
Building Code Coverage Reviewed
Flood Coverage Discussed – Waiver Signed if Declined
Jewelry/Scheduled Personal Property Reviewed – Appraisals Confirmed if Needed
Bundling Opportunity Reviewed (Umbrella, Life, etc.)
Discounts Missed or Future Opportunities Tagged
Asked for Referral
Asked for Online Review
Is the customer interested in the EZPay option?
Is the customer comfortable with the set deductibles?
Select All
Landlord Policy Onboarding Checklist
Customer & Policy Basics
Verify policy type is set to Landlord (DP3 or equivalent)
Effective date confirmed with customer
Discounts verified (Multi-Policy, EFT, etc.)
Required documents confirmed/uploaded (application, waiver, lease agreement if required)
Customer’s name spelling confirmed
Phone number and email address confirmed
Physical and mailing addresses confirmed
Customer confirmed receipt of policy documents
Select All
Billing Review
Billing method and payment schedule reviewed
Payment method confirmed (EFT, card, invoice)
If invoice: reminder set to verify payment clears in 7–10 days
Select All
Policy Coverage Review
Dwelling coverage amount reviewed and confirmed
Deductible reviewed with customer
Replacement cost coverage verified (if applicable)
Liability limits confirmed
Loss of rent coverage confirmed
Water backup coverage discussed
Scheduled items (e.g., appliances, tools) discussed
Discounts missed or future opportunities tagged
Select All
Customer Experience & Retention
Texting opt-in verified and documented
Encouraged Allstate app download & paperless setup
Customer reminded to cancel prior policy (if applicable)
Liability limits confirmed
Shown how to contact us for service or claims
Asked for referral
Asked for online review of their agent/our agency
Select All
Condo Policy Onboarding Checklist
Customer & Policy Basics
Verify policy type is set to Condo (HO6 or equivalent)
Effective date confirmed with customer
Discounts verified (Multi-Policy, EFT, etc.)
Required documents confirmed/uploaded (application, waiver, condo bylaws if required)
Customer’s name spelling confirmed
Phone number and email address confirmed
Physical and mailing addresses confirmed
Customer confirmed receipt of policy documents
Select All
Billing Review
Billing method and payment schedule reviewed
Payment method confirmed (EFT, card, invoice)
If invoice: reminder set to verify payment clears in 7–10 days
Select All
Policy Coverage Review
Confirmed personal property coverage amount
Deductible reviewed with customer
Liability limits confirmed
Optional coverages discussed (water backup, identity theft, etc.)
Scheduled personal property discussed (e.g., jewelry, art)
Discounts missed or future opportunities tagged
Select All
Customer Experience & Retention
Texting opt-in verified and documented
Encouraged Allstate app download & paperless setup
Customer reminded to cancel prior policy (if applicable)
Shown how to contact us for service or claims
Asked for referral
Asked for online review of their agent/our agency
Select All
Renters Policy Onboarding Checklist
Customer & Policy Basics
Verify policy type is set to Renters (HO4)
Effective date confirmed with customer
Discounts verified (Multi-Policy, EFT, etc.)
Required documents confirmed/uploaded (application, waiver, condo bylaws if required)
Customer’s name spelling confirmed
Phone number and email address confirmed
Physical and mailing addresses confirmed
Confirm interested party information on policy and received
Customer confirmed receipt of policy documents
Select All
Billing Review
Billing method and payment schedule reviewed
Payment method confirmed (EFT, card, invoice)
If invoice: reminder set to verify payment clears in 7–10 days
Select All
Policy Coverage Review
Dwelling coverage amount reviewed and confirmed
Deductible reviewed with customer
Replacement cost coverage verified (if applicable)
Liability limits confirmed
Loss of rent coverage confirmed
Water backup coverage discussed
Scheduled personal property discussed (e.g., jewelry, art)
Discounts missed or future opportunities tagged
Select All
Customer Experience & Retention
Texting opt-in verified and documented
Encouraged Allstate app download & paperless setup
Customer reminded to cancel prior policy (if applicable)
Shown how to contact us for service or claims
Asked for referral
Asked for online review of their agent/our agency
Select All
General Notes
Agency
The Farnsworth Family Agency
The Hughes Agency
Status
New
In Progress
Needs Follow-Up
Finalized (Completed - PDF will generate)