Content

Tasks

Updates made

• Streamline the quote process by removing unnecessary steps
• Change terminology from 'application' to 'questionnaire' for consistency
• Update email routing for different types of insurance requests
• Update so you can mark if customer is current client or new in the backend
• Address issues with duplicate entries in the daily action list
• Addressing issues with duplicate entries in the daily action list:
• Ensure that the system is designed to link new applications to existing client records to prevent duplication.
• Implement a verification step that checks for existing entries before creating new records in the daily action list.
• Regularly audit the daily action list for duplicates and establish a protocol for resolving any identified issues.
• Create a visual diagram to explain the editing process
• Add functionality to open driver information in a separate tab
• Update pdf editing so that you can see the prefilled fields but not edit them
• We will make sure Business Name is more prevalent
• Confirm why prior carrier, policy year, etc show on drivers license input
• Ability to assign team members to specific clients and filter daily action list to see only the clients you’re assigned to
• Add 3rd followup when client completes get started form but does not complete the application

To check:

• Any issyues
• Last step is updating the docs and walkthroughs

Website updates

1. Simple Text Updates: If you just want simple text updates this would fall within your monthly plan and we can get that done for you. 
2. Partial Site Refresh: If you would like us to redesign just the core parts of your website that would take about 5-10 hours of work that we would charge our hourly consulting rate for.

Integrate Tow

Project Scope & Benefits

• Integration of 16 Insurance Applications – We will fully integrate the applications you provided, ensuring a seamless workflow.
• Centralized Editing – Update software so that applications can be edited in one place without switching between Airtable and Jotform, making management much easier.
• Migration of Used Car Dealers Line of Business – We will migrate your current used car dealers line of business to the centralized editing platform, ensuring all client data and PDFs can be managed efficiently in one place.
• Simplified PDF Management – The new setup will allow for much easier updates and handling of client forms.

Timeline & Cost

• Estimated Completion: 3-4 weeks
• Total Cost: $5,000
• Payment Structure: $3,000 upfront, with the remaining balance due upon project completion.