TO PROCESS A REQUEST FOR SECUTIVE INSURANCE
(last updated 5/4/19)

1. ​OPEN CONTACT RECORD
2. ENTER REQUIREMENTS
   1. DATE OF REQUEST
   2. START OF COVER
   3. END OF COVER
   4. NO OF DAYS
   5. ASSIGN POLICY NUMBER (REFER TO SMARTSHEET)
   6. CALCULATE & ENTER COST
3. CREATE INVOICE
   
4. TAKE PAYMENT 
   
5. UPDATE INSURANCE PAYMENT DROPDOWN IN CRM
   

TO CREATE INSURANCE CERTIFICATE AND CONFIRMATION OF PAYMENT