Please include relevant info on the referral - was it a current client, another insurance agent, loan officer, realtor, closing attorney, etc
If the caller doesn't want to give his/her social say the following:
**If you asked if this affects the prospects Credit - it does NOT. This is an Insurance Pull, which is a "soft pull" on their credit
**We can get preliminary pricing without your social, but we will need this information for final pricing**
Enter Any Address Info | Coverage Info as notes
If you don't have/know the Code - please enter description
If you don't have/know the Code - please enter description
If you don't have/know the Code - please enter description
Enter any misc info (ex. Underlying Coverage(s) and rating info not already entered)
Enter any misc info (ex. Underlying Coverage(s) and rating info not already entered)