PANDA OS FIELD NOTES | EXISTING-BOOK REVIEW WORKBOOK
An absent policy in the AMS is not proof of absent coverage.
Keep customer data within authorized agency systems.

PILOT BRIEF
Segment and reason to review:
Question the review will answer:
Account owner:
Appropriate licensed review / placement path:
Planned review period:
Channel and applicable permissions:
Suppression and opt-out checks:
Unresolved service issues to address first:

ACCOUNT REVIEW (repeat in the authorized record)
Account identifier:
Policies actually verified with the agency:
Customer-stated changes:
Information still missing:
Customer preferences / permission checked:
Review state: Ready / Needs research / Not appropriate now
Optional workflow score: customer-stated change awaiting review (2),
overdue review (1), verified question team can investigate (1).
This illustrative score is not an eligibility, pricing or propensity model.

DISCOVERY
What has changed since we last reviewed your policies?
Are there other policies you would like included in the conversation?
What would make this review useful to you?
Customer's answer and requested next step:
Owner / promised date:

EMAIL CONVERSATIONAL CORE
Subject: A question before your next insurance review
Hi [name], before our next review, I'd like to make sure our records reflect
your current situation. Have there been any changes to [relevant context]?
If useful, we can discuss those changes and any policies you want reviewed.
[Accurate scheduling instruction]
Add agency-approved identity, address, unsubscribe mechanism, and all other
required elements. This template alone is not a compliance-approved email.

PILOT MEASURES
Eligible accounts:
Accounts contacted:
Customers reached:
Reviews completed:
Requests for further evaluation:
Verified placements:
Review completion = completed reviews / eligible accounts.
Example: 10 / 25 = 40%; four further evaluations are not four sales.
Reasons for not proceeding:
Records corrected even without a sale:
Next process improvement / owner / date:

Full guide:
https://rebuttal-vb4g.onrender.com/website/blog/cross-sell-existing-insurance-book