GK ICBC Client Details

ICBC Client Sheet - For Staff Use

Please always ask for a google review for any feedback.
Which Gold Key Location*

Surrey Head Office 5 – 8430 128TH St. Surrey, BC. V3W 4G3Vancouver Branch - 4038 Knight St. Vancouver, BC. V5N 5Y7North Vancouver Branch - 110 - 845 Marines Dr. North Vancouver, BC. V7P 0A8Oakwest Insurance 6320 East Blvd , Vancouver, BC
Walk In Or Phone Client*

Walk InPhone
New or Returning Client?*

New ClientReturning Client
Team Member
Producer
Client Name

First NameLast Name
Client Email
Client Phone Number
Please enter a valid phone number.
Contact Method On ICBC Renewal ?

AnyEmailPhoneTextWhats AppMail
Plate
Gift Card ?

YesNo
Interested in Other Insurance ?

Already Gold Key ClientNo ResponseHomeCondo / TenantsBusinessTrucking FleetTravel / Medical /Super VisaAccident / Disability / Mortgage / LifeOther
Expiry Month
Current Company
Notes
Where did they find us:

Client ReferralWalk InGoogleWebsiteSocial Media
Language

EnglishChinese CantoneseChinese MandarinPunjabi / HiindiFarsi
Status

PendingQuotedNot InterstedBound
New Premium
Should be Empty:

ICBC Client Sheet - For Staff Use