Incoming Calls to LSI

1

Date* This field is required.

Date

Hour

Minutes

2

Transaction ID

4

Incoming Call Identified in Ezlynx* This field is required.

YESNO

6

Incoming Caller Type

A New Prospect / Potential Customer looking to get a new policy

Referral Source - Referring a New Client to our agency

Mortgage Company aka Lender calling on Existing Policy

Insurance Company CSR or Underwriter calling on Existing Policy

3rd Party Sales Call - Nothing to do with any clients or policies.

Other

7

Thank you again for calling us, we appreciate the opportunity to be able to earn your business. I am happy to have an agent reach out to you very soon to assist you. Can you please provide the following information so I can arrange a return call.

8

Ask the caller for the policy number so you can identify the Account Manager aka Assigned Producer.

Acc. Manager is Available to Accept (Call Transferred)

Acc. Manager is Not Available (Arranged a Return Call)

9

Ask Mo if he available for the 3rd Party Sales Call

Mo is Available to Accept (Call Transferred)

Mo is Not Available (Arranged a Return Call)

11

Account Manager Availability* This field is required.

Acc. Manager is Available to Accept (Call Transferred)

Acc. Manager is Not Available (Arranged a Return Call)

12

The Caller Matches the Name in Ezlynx* This field is required.

Yes

No

13

Caller Identified as* This field is required.

Existing Client in Ezlynx

Referral Source in Ezlynx

14

Name of Caller:* This field is required.

15

Callback Phone Number* This field is required.

Matched: The one listed in ezlynx

A different number not listed in ezlynx

16

Call Back Phone Number (with Extension if any)* This field is required.

17

Email Address (if any):

18

Regarding (Brief Description) Please Identify Which Policy/Policies Along with a Description of why the Client is Calling

19

Ezlynx Client ID* This field is required.