Inspire Youth Development
WELCOME
TO PROCESS A REQUEST FOR SECUTIVE INSURANCE
(last updated 5/4/19)
OPEN CONTACT RECORD
ENTER REQUIREMENTS
DATE OF REQUEST
START OF COVER
END OF COVER
NO OF DAYS
ASSIGN POLICY NUMBER (REFER TO SMARTSHEET)
CALCULATE & ENTER COST
CREATE INVOICE
TAKE PAYMENT
UPDATE INSURANCE PAYMENT DROPDOWN IN CRM
TO CREATE INSURANCE CERTIFICATE AND CONFIRMATION OF PAYMENT
WELCOME