Add A Driver Agent's Name* First and Last name. Name of client* First and Last name. Today's date* MM slash DD slash YYYY Name of Person to Be Added* First and Last name. Date of Birth* MM slash DD slash YYYY Driver's License Number* How is this new driver related to the insured?* Does this new driver live in the household?* Yes No Do they have any tickets or accidents in the past five years?* Yes No (If so, read the script: “After the new driver is added onto the policy, the insurance company will eventually run their motor vehicle record. The tickets and accidents will be charged with this driver when they are added onto the auto insurance policy. This is how every auto insurance company does it.” (If “yes,” then did you read the script to the client?)Which vehicle will this driver drive the most?* Is this driver a student* Yes No -If so, do they have their actual license, or is it just a permit? (Agent note: Young drivers with permits do not need to be added to the policy…and they are still covered. They don’t need to be covered until they get their actual drivers license)Does this person officially have their “drivers license” or do they only have a permit at this time?* Yes No Which school do they go to?* Do they have at least a 3.0 GPA?* Yes No If yes, we need to have a copy of their transcripts.Max. file size: 39 MB.(Agent note: If they have at least a 3.0 GPA then they can get a “good student discount.” Please tell the client about this and make sure you give it to the student when you add them onto the auto insurance policy. When you do this, also tell the client that the auto insurance company will need a document from the school that shows the GPA within two weeks of adding the student. They must email that document to us. If they do not send this to us then the company will remove that discount.”) Are They A College Student* Yes No Are they taking at least 12 credits?* Yes No Does this student live more than 100 miles away from home and do they NOT have a vehicle at college?* Yes No (Agent note: This situation will give the student an additional discount. Ask Jared about this)Did you send the follow up email using the “Email template after service change?”* Yes No NOTE TO AGENT: If adding this driver makes the premium GO WAY UP, then we must do a proactive requote. We don’t want to alarm them and force them to leave us. Don’t tell the bad news to them until you have good news in the same breath, so do the requote really quick before you tell them about the huge jump in premium.Did you make an activity in AMS360?* Yes No Where do you want the completed form sent?*
