INSURANCEiQ Setup for Liberty Mutual

Dealership Details

Dealership Name*

Dealership Address*

Street Address City State Zip

Dealership Approver of the Insurance Program

Dealership Signer Name*

First Last

Dealership Signer Email*

Dealership Signer Mobile*

Permission to send SMS Text Message?*

Okay to Text Message
Do not Text Message

Dealership CRM Details

Dealership CRM Provider Name*

Name of CRM system

CRM Provider Support/Account Contact*

CRM Provider Support/Account Email*

CRM Provider Support/Account Phone*

Insurance Program Access (choose approved method)

a. Temporary Login/Password (must approve IP range xxx.xxx.xxx.xxx on installation date)
b. Secure VPN Connection (provided by dealer)
c. Zoom meeting with instruction (Program Coordinator will complete template and workflow installation steps during session)

Dealership CRM Contact

Do we have permission to work with your CRM provider directly or should we work with your dealership directly?

Do we have permission to work with your CRM provider directly?*

Yes
Our dealership can manage the CRM with you

Dealership CRM Contact Name

First Last

Dealership CRM Contact Email

Dealership CRM Contact Mobile

Permission to send SMS Text Message?

Okay to Text Message
Do not Text Message

Dealership CRM Contact Access Levels:

Dealership CRM Contact Access Levels

CRM contact has Administrator access in CRM
CRM contact have edit access to customer workflow rules
CRM contact have permission to edit sold workflow

Special instructions or dealer/group approval requirements to edit workflow in CRM?

Insurance Program Reporting

Name*

Email for reports*

Name

Person 2 Email for reports

Name

Person 3 Email for reports

Insurance Program Additional Information

Dealer DMS Provider*

Digital Retailing Software*

Website Provider*

Dealership Average New and Used Retail Monthly Sales Volume*

Liberty Mutual Information

Liberty Mutual Brand Partner Name

Liberty Mutual Partner Account Number

Liberty Mutual Referral link URL

Liberty Mutual Regional Sales Contact Name

First Last

Liberty Mutual Regional Sales Contact Email

Liberty Mutual Regional Sales Contact Mobile

Permission to send SMS Text Message?

Okay to Text Message
Do not Text Message

Liberty Pass

Dealership Details

Dealership Approver of the Insurance Program

Dealership CRM Details

Dealership CRM Contact

Insurance Program Reporting

Insurance Program Additional Information

Liberty Mutual Information