Incoming Calls to LSI

Date* This field is required.

Date

Hour

Minutes

Call Picked Up By:* This field is required.

Karl

Julie

Lance

May

Sam

Ellie

Kaye

Zack

Gene

Lee

Shiela

Dave

Leo

Omar

Craig

Incoming Call Identified in Ezlynx* This field is required.The Caller ID matched a phone number to an existing client or referral source in Ezlynx

YESNO

Account Manager* This field is required.This is the Assigned Producer listed on the left side of the Applicant Screen

Sam

Gene

Lee

Zack

Shiela

Ellie

Karl

Kaye

Dave

May

Lance

Julie

Leo

Omar

Craig

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

(Convey the following to the caller)

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.

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

Is Available: Call Transferred to Account Manager

Not Available: Arranged a Return Call

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

Is Available: Call Transferred to Account Manager

Not Available: Arranged a Return Call

Account Manager* This field is required.This is the Assigned Producer listed on the left side of the Applicant Screen

Sam

Gene

Lee

Zack

Shiela

Ellie

Karl

Kaye

Dave

May

Lance

Julie

Leo

Omar

Craig

Account Manager Availability* This field is required.

Is Available: Call Transferred to Account Manager

Not Available: Arranged a Return Call

Account Manager Availability* This field is required.New Prospect/Referral Source

Is Available: Call Transferred to Account Manager

Not Available: Arranged a Return Call

The Person Calling Matches the name of the Client in Ezlynx* This field is required.The name of the Client shows at the top left corner of Ezlynx on the Applicant screen

Yes

Caller Identified as* This field is required.

Existing Client in Ezlynx

Referral Source in Ezlynx

Name of Caller:* This field is required.

Callback Phone Number* This field is required.

Matched to: A phone number listed in the Client's Account

Did Not Match: Calling from a Number not listed in Ezlynx

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

Email Address (if any):

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

Ezlynx Client ID* This field is required.Make sure to copy and paste the Client ID ONLY, do not copy the entire URL for Overview Page

Ezlynx Client ID Link* This field is required.Make sure to copy and paste the entire URL for the applicant (Overview Page)

Ezlynx Client Complete Overview Link* This field is required.Make sure to copy and paste the Client ID ONLY, do not copy the entire URL for Overview Page