Batchbook Knowledge Base Lists/ReportsSample Lists for Insurance

Sample Lists for Insurance

Below are a few sample Lists directed toward insurance companies. These Lists are dependent on Custom Fields for Insurance being created first and utilized in Client interactions. The following are a few sample lists with their associated criteria to help get your creative juices flowing!

Follow Up on Quote

Follow Up on Quote

Quotes Requested

Quotes Requested

Policies up for Renewal

Policies up for Renewal

Commercial Quotes

Commercial Quotes