While we don't have a dedicated form or pre-loaded template for 'Renters' quotes, you can create one using the following recommendations from existing questions in the SALT library.
[PROSPECT]
Must Haves:
Contact Info
Personal Info
Name, Email, Phone
Address
DOB
Gender
Marital Status
Education/Occupation
Co-Insured
Current Address
Previous Address
[HOME]
Must Haves:
Property Insight
Property Address
Property Type
Home Deductible
Security Measures
Dog
Optional:
Pool
Trampoline
Dwelling Use
Water Backup
Prior Home Policy
Property Details
[CONCLUSION]
Must Haves:
Documents
Additional Interests
Notes (Utilize this step to ask the prospect: “How much content coverage is needed?”)
Optional:
Referral
[Note: You can rearrange the order of the questions and the categories
using the '...' icon at the top of "Active Steps" and each applicable category.]
