Add/Update Agency Contact

Agency Contacts Managements: We have a Master List for Agency Contacts that is being maintained for the whole company. Agency Contact include all department phone numbers for all carriers, as well as specific underwriters, CSR's etc. This master list is also synced with 8x8 phone system for all employees in the company, therefore when a new agency contact is added then it will automatically sync to everyone's phone extension. See 2 options below:

View Agency Contacts Master List
Add new contact by filling up the form.

- This will add the contact to google contacts which will sync to every email contacts in the agency so any one sending an email will now be able to email the person.

- This will also automatically sync the contact to the 8x8 phone extensions for everyone in the company.

Date*

Date

What do you like to do.*

Requested by:*

Required

Handled by:*

For automatic routing to Rein

First Name*

Required

Middle Name

Not Required

Last Name*

Required

Company*

Job Title*

Department*

Address (map it)

Email Address 1*

Type none if their is no email.

Email Type*

Email Address 2

Type none if their is no email.

Email Type

Phone 1

Type none if their is no phone

Phone Type*

Phone Number Validator

Phone 2

Phone Type

Phone Number Validator

Notes

PRC Code (for Rein only)

Processing*

AddUpdated Google Contacts (Acc. service@lsiagency.com)Synced Via Gmail Shared ContactsDashboard Updated (only for Ins. Company Dept, Underwriter & Territory Rep)Submission Center Underwriting Updated (if applicable)