1. Website Marketing
   1. Commercial Quote request
   2. Home Insurance Quote request
   3. Auto Insurance Quote request
   4. Life Quote request
   5. Financial Planning
2. Website Service request
   1. Claims
   2. Client reviews
   3. General service request
   4. Certificates of Insurance
   5. Bill payment
3. Lead Vendors
   1. Need to work on API's to bring lead info into infusionsoft
4. Topic
5. New Business Marketing
   1. Quote forms
      1. Auto
      2. Home
      3. Commercial
      4. I ran out of custom fields
      5. Internal Webforms
   2. All prospects entered into Infusionsoft first
   3. Followup-sequences
      1. Auto
      2. Home
         1. Have sequences set up but need review
      3. Auto/Home/Umbrella
      4. Commercial
         1. Pretty much done but could use a review
      5. Life
      6. Financial Planning
      7. Group health
   4. Newsletters
6. New Client Welcome. Kits
   1. Personal Lines
   2. Commercial
   3. Have mind map for this process
7. Client Service
   1. Claim sequence
   2. Service followup
      1. Endorsement
      2. Billing question
      3. General question
      4. Purpose of this is too use email content to market other lines.
   3. Surveys
8. Client Marketing
   1. Cross-sell
      1. Auto without home
      2. Home without auto
      3. Commercial without personal lines
      4. Life
      5. Financial planning
      6. Long term care
      7. Group Health
   2. Newsletters
9. Client Renewals
   1. Personal Lines
      1. Client Reviews
   2. Commercial
      1. Pre-renewal Questionnaires http://www.cnrinsurance.com/pre-renewal-questionaire