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P&C Appointment Types
PERSONAL LINES
NEW CLIENT
Auto, Home Owners, Umbrella, ATV, Watercraft, etc.
Personal - New Roadmap Appointment
PLAN REVIEW
Already has policies with HTA or Dimatteo – wants to review or shop
ZOOM - Personal - New
PHONE - Personal - New
Follow Up or Enrollment Appointments
ZOOM - Personal - Follow Up/Enrollment
PHONE - Personal - Follow Up/Enrollment
COMMERCIAL LINES
NEW CLIENT
Business Property & Liability, Commercial Auto, Workers Compensation, Umbrella, etc.
ZOOM - Commercial - New
PHONE - Commercial - New
PLAN REVIEW
Already has policies with HTA or Dimatteo – wants to review or shop
ZOOM - Commercial - Review
PHONE - Commercial - Review
Follow Up or Enrollment Appointments
ZOOM - Commercial - Follow Up/Enrollment
PHONE - Commercial Follow Up/Enrollment
