CSR Quote Input Do Not Use if contact already in IFS! Just send IFS url with the call note in Slack "*" indicates required fields Great! Let me get some information from you and find you an available agent.What is your first & last name?*Please make sure to get spelling correct. Don’t be afraid to ask. First Last Caller's Name (if different) Relation to Insured (if needed) Caller's Phone (if needed)Don’t be clever. Ask the “good phone number” and “good email” questions as written. Even if you think you know the answer. Please double check spelling of email address — does it make sense (usually based on their name)What's a good phone number for you?And a good email address for you? What is your birthday* MM slash DD slash YYYY Insured's Address Street Address City ZIP Code Who referred you to our office?* 2+ Policy Former (Less 6 Months) Former (6+Months) New-Facebook New-Google New-Radio New-TV New-YPages New-Ref-Agent New-Ref-Client New-Ref-Dealer New-Ref-Lawyer New-Ref-Other New-StreetSign Other Ask: What search words did you type in?* Name of Referrer (as much info as possible)* 4-Digits of Phone on Hold* Insured Eng/Spn* Eng Spn CSR* HawksoftID Note (other info they provided)Version: 01/15/2024
