[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-242899-105":53,"doc-detail-242899-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","task-organizer-sellissue-new-business-nuture-progressive-paperless","Task Organizer – Sell/Issue New Business Nuture Progressive Paperless","","This document outlines a step-by-step process for task organization in the context of selling or issuing new business through a Progressive Paperless system. It details how to locate and select the primary customer in EPIC, confirm their informal name, and save the customer details. The process then guides the user through initiating an email communication if an email address is available; otherwise, it advises to proceed with calls or texts and to document these activities in EPIC. The core of the task involves inserting an email template, specifically the \"Progressive Paperless Discount\" template, by checking the appropriate policy from the policy tab and ensuring the primary policy is selected. After completion, the user is instructed to review the email, attach the activity to EPIC with the code ESNT, and set the activity to close. The document is structured as a task organizer, emphasizing efficiency and proper documentation within the EPIC system for managing new business and customer communications related to paperless insurance policies, with repeated mentions of \"edition 11/2022\" suggesting it's an updated 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is the primary purpose of this document?","Question",{"text":108,"@type":109},"This document serves as a task organizer to guide users through the process of selling or issuing new business with a Progressive Paperless discount, emphasizing system usage and email communication.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What steps should be taken if a customer does not have an email address?",{"text":113,"@type":109},"If a customer lacks an email address, the user should proceed with communication via phone call or text, depending on prior contact methods, and then attach the call activity in EPIC before closing it.",{"name":115,"@type":106,"acceptedAnswer":116},"How is the email template selected and applied in this process?",{"text":117,"@type":109},"The user needs to select the \"Progressive Paperless Discount\" email template and then navigate to the policy tab to check the corresponding policy, ensuring the primary policy is selected before proceeding with the email review and sending.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242899,1789196654,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":9},5909890329169,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Task Organizer – Sell/Issue New Business Nuture Progressive Paperless  \nLocate Customer in EPIC  \nContacts  \nSelect Primary customer  \nConfirm informal name (if blank enter an informal name)  \nSave & Close  \nClick on email ( Bottom Left)  \n(If there is no email address: proceed to call or text based on how client has been contacted previously > attach call activity in EPIC > Close activity)  \nInsert email template  \nSelect progressive paperless discount template  \nCheck Primary Box  \nClick policy tab  \nedition 11/2022  \nTask Organizer – Sell/Issue New Business Nuture Progressive Paperless  \nCheck corresponding policy  \nFinish  \nReview email  \nSend  \nAttach to EPIC Add activity ESNT  \nSet activity to Close  \nedition 11/2022  \nTask Organizer – Sell/Issue New Business Nuture Progressive Paperless  \nFinish  \nedition 11/2022","cbCaijZPEXC6nSBU","https://ap.wps.com/l/cbCaijZPEXC6nSBU","pdf",775294,"English","# Task Organizer – Sell/Issue New Business Nuture Progressive Paperless\n## Locate Customer in EPIC\n### Contacts\n## Insert email template\n## Finish","[{\"question\":\"What is the primary purpose of this document?\",\"answer\":\"This document serves as a task organizer to guide users through the process of selling or issuing new business with a Progressive Paperless discount, emphasizing system usage and email communication.\"},{\"question\":\"What steps should be taken if a customer does not have an email address?\",\"answer\":\"If a customer lacks an email address, the user should proceed with communication via phone call or text, depending on prior contact methods, and then attach the call activity in EPIC before closing it.\"},{\"question\":\"How is the email template selected and applied in this process?\",\"answer\":\"The user needs to select the \\\"Progressive Paperless Discount\\\" email template and then navigate to the policy tab to check the corresponding policy, ensuring the primary policy is selected before proceeding with the email review and sending.\"}]","Task Organizer – Sell/Issue New Business Nuture Progressive Paperless | PDF"]