Agency Performance Partners


Personal Insurance Endorsements Checklist Customize Your Agency’s PDF


Making edits to your agency’s endorsement checklist is easy. Once you purchase the package, we will reach out to you with a form for you to send us your edits. We turn them around in under a week so your agency can use them as soon as possible!


Customize Your Personal Lines Endorsements Checklist

Need a custom personal insurance endorsement checklist?  With our custom personal insurance endorsements checklist your team can deliver an experience rather than a transaction.

Let us help you customize the sheet to meet your agency’s exact endorsement standards. The endorsement standard pdf is the backbone of ensuring you cover all your bases on a personal insurance endorsement in your agency. Over time you will need to make modifications and edits to the personal endorsement sheet to keep it relevant for your team. We are here to help in the event that you need additional edits to the call sheet over time.

Updating the sheet for your insurance agency is easy.  Once you complete the purchase, we will be in touch to capture all of your edits, or you can upload a mocked-up version to us. We will get your custom form back to you within 1 week and handle one round of edits.

We Break the Personal Lines Endorsement Checklist Fillable PDFs  Into a Few Sections


Let’s take a moment to confirm all contact information and basic caller information. Remember, this may be the first time they have called into your insurance agency in years!

Data Gathering

Now we need to get the information we need to handle the change. We also want to use this as an opportunity to review their coverages.

Convert the Inbound Call Into Opportunity

Next up, we use this as an opportunity to find coverage weaknesses and missing discounts. This includes cross sell opportunities.

Processing the Change

We now provide an overview of the best practices of processing and checking the change when you get the download.

Call Sheets & Scripts

We strongly believe that scripts or talking points help give agents direction. In our call sheet we integrate the process with our best talking points for your team!

You can view other services on our online store.

Additional information

Script Selection Sales

Electronic Copy of Training Day 1 & 2, Electronic Copy Training Day 1, Electronic Copy Training Day 2, Printed Copy of Training Day 1 & 2, Printed Copy Training Day 1, Printed Copy Training Day 2