Account Rounding list

Definition: To find active clients that don't have a certain policy



This block sets the list to only contain active clients and ignoring any prospects, inactive clients, or professional contacts

This block sets the list to only contain clients that contain clients that contain at least one active homeowner's policy

This block sets the list to only contain clients that do not contain any personal auto policies

In summary, this list outlines criteria that looks for active clients who have at least 1 homeowner's policy, but do not contain an auto policy.

You can edit the criteria to target different policies

Monoline list

Definition: To find active clients that only have 1 policy with the agency



This block sets the list to only contain active clients and ignoring any prospects, inactive clients, or professional contacts

This block looks for clients that have exactly 1 active policy

In summary, this list outlines criteria that looks for active clients that have exactly 1 active policy

You can edit this list further by narrowing it down to a specific policy such as the client only has a homeowners policy on file

Renewal list

This list works best when automated, see here on how to automate a list communication

Definition: To notify current active clients that a policy they have on file is renewing in the next X amount of days



This block sets the list to only contain active clients and ignoring any prospects, inactive clients, or professional contacts

This block sets the list to only contain clients that have an active policy that will have a policy become inactive within the next 45 days

In summary, this list outlines criteria that looks for active clients who have an active policy on file that will have a policy become inactive in 45 days

By automating this list, an email will be sent out to the client when they meet the criteria such as a client who went from 46 days from renewal to 45 days