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WELCOME/THANK YOU!

It's great to know we're making a difference together!

  • WELCOME CENTER

  • Automatically Moves Stage to Welcome/Thank you!
  • Use this when you Reshopped and it was best to renew current policies.
  • REQUEST DOCUMENTATION FOR DISCOUNTS & INSPECTION NOTIFICATIONS
    Docs Requests are sent same day. Inspection Notifications are delayed 5 days.
  • Move to a LOST Stage
    and Set an X-Date to Follow Up.
  • MM slash DD slash YYYY
  • You will receive a reminder in your 1-1-hotlist Channel on the date that you enter.
  • Select a LOST Stage:

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