1. Expiration lists will be distributed 135 days out.

2. PRM will review accounts using the PRM Worksheet

0. Access client in TAM
1. Choose Docs
2. Choose to Add
3. Choose Formletter
4. Choose PRM Worksheet from document list
5. Attach appropriate policy type
6. Choose OK
7. Worksheet will merge, then print it.
8. PRM will use this worksheet to verify coverages and note needs/question for client

3.    PRM will make initial contact with client, either by phone or mail

• Call is made, review is done with client:

0. In TAM, click on CLIENT ACTIVITY
1. Enter client code
2. Click on ACTIVITIES
3. Click on ADD
4. Select REVW from activity code list
5. Select appropriate policy type on right
6. Click OK
7. In description field, indicate what you reviewed: Auto, Home, Auto/Home, etc
8. In note field, indicate that you discussed with client.
9. Activity is CLOSED SUCCESSFULLY

• Call is made, but couldn’t reach client. Left message:

0. In TAM, click on CLIENT ACTIVITY
1. Enter client code
2. Click on ACTIVITIES
3. Click on ADD
4. Select PHTI from activity code list
5. Select appropriate policy type on right
6. Click OK
7. In description field, indicate that this was for the Initial Review Call
8. Who to follow up: enter your code
9. Days to follow up are 7.

• Letter is mailed

0. In TAM, click on CLIENT ACTIVITY
1. Enter client code
2. Click on DOCS
3. Click on ADD
4. Click OK to Formletter
5. Select appropriate policy on left
6. Select Personal Lines Folder in Folders box
7. Select Initial Review Letter in Letters list.
8. Once the letter is merged, click on File and choose Print
9. Click on Applied and choose Save & Exit
10. Highlight the description line and press CTRL + C (copy)
11. The Add Activity box should be checked
12. Click OK
13. Activity box will appear next. Highlight the description line and press CTRL + V (paste) This will paste the description of your letter.
14. Who to follow up: enter your code
15. Days to follow up are 7.
16. Click OK.

• Client received your message/letter and calls/comes in. Review is done

1. In TAM, click on CLIENT ACTIVITY
2. Enter client code
3. Click on ACTIVITIES
4. Click on ADD
5. Select REVW from activity code list
6. Select appropriate policy type on right
7. Click OK
8. In description field, indicate what you reviewed: Auto, Home, Auto/Home, etc
9. In note field, document suggestions or discussion with client.
10. Choose to CLOSE the activity, successfully.

• Client does not respond within 7 days

1. Close the initial follow up UNSUCCESSFULLY and choose NO REPLY for the reason. Attempt to contact the client again by phone.
2. Add PHTI activity. In TAM, click on CLIENT ACTIVITY
3. Enter client code
4. Click on ACTIVITIES
5. Click on ADD
6. Select PHTI from activity code list
7. Select appropriate policy type on right
8. Click OK
9. In description field, indicate what you reviewed: 2^nd contact for Auto, Home, Auto/Home, review
10. Who to follow up: Enter your code
11. Follow up for 7 days

• Client received your message and calls/comes in. Review is done

1. In TAM, click on CLIENT ACTIVITY
2. Enter client code
3. Click on ACTIVITIES
4. Click on ADD
5. Select REVW from activity code list
6. Select appropriate policy type on right
7. Click OK
8. In description field, indicate what you reviewed: Auto, Home, Auto/Home, etc
9. In note field, document suggestions or discussion with client.
10. Choose to CLOSE the activity, successfully.

• Client does not respond within 7 days, Final Review Letter is sent.

1. Close the PHTI follow up UNSUCCESSFULLY and choose NO REPLY for the reason.
2. Click on CLIENT ACTIVITY
3. Enter client code
4. Click on DOCS
5. Click on ADD
6. Click OK to Formletter
7. Select appropriate policy on left
8. Select Personal Lines Folder in Folders box
9. Select Final Review Letter in Letters list.
10. Once the letter is merged, complete the letter, adding any suggestions you have for the client.
11. Click on File and choose Print
12. Click on Applied and choose Save & Exit
13. Highlight the description line and press CTRL + C (copy)
14. The Add Activity box should be checked
15. Click OK
16. Activity box will appear next. Highlight the description line and press CTRL + V (paste) This will paste the description of your letter.
17. Choose to CLOSE the activity
18. Click OK.