Incoming Calls to LSI

1

Call Picked Up By:

Karl

Julie

Lance

May

Sam

Ellie

Kaye

Zack

Gene

Lee

Shiela

Dave

Leo

Omar

Craig

Mo

2

Date* This field is required.

Date

3

Transaction ID

4

For edit submission

5

Incoming Call Identified in Ezlynx

YESNO

6

Account Manager Team

Sam (Sales) / Lee (Service)

Gene (Sales) / Zack (Service)

Shiela (Sales) / Karl (Service)

Ellie (Sales) / Kaye (Service)

Dave (Sales) / Lance (Service)

May (Sales) / Julie (Service)

7

Incoming Call Identified as* This field is required.

Existing Client

Referral Source

8

Call Inquiry* This field is required.

Policy Service Inquiry or Service Related Questions

Sales Inquiry and/or Sales Related Questions

9

Message to Lee:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

10

Message to Karl:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

11

Message to Lance:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

12

Message to Zack:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

13

Message to Kaye:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

14

Message to Julie:* This field is required.I have a client on the phone wishing to speak to his account manager Policy Service Inquiry or Service Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

15

Message to Sam:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

16

Message to Shiela:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

17

Message to Dave:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

18

Message to Gene:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

19

Message to Ellie:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

20

Message to May:* This field is required.I have a client on the phone wishing to speak to his account manager about Sales Inquiry and/or Sales Related Questions. Can you take the call now or should I arrange a return call for you.

Accepted Call Transferred

Arranged a Callback

21

Name of Client:* This field is required.

First Name

Last Name

22

Return Call to Phone Number:

23

Phone Number Extension (if any):

24

Email Address (if any):

25

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