MIS - New Quote RequestCurrent Expiration Date: MM slash DD slash YYYY You must enter in their current policy expiration date. If this is a midterm reshop, put the date that you need quotes to return in your notes below.Marketing Preference:Keep All Policies With 1 CompanyOk to Split PoliciesUse Your Best JudgementThis Is A Single PolicyNotes To Quoting:Note: Be sure to indicate where Quote Data is located. For example: Current Client - no new info, EZLynx Documents, Infusionsoft File Box.Companies to Quote: Send Renewal Questionnaire EmailCheck this box if you want to send an email requesting the RQ to be completed.EZLynxAppIDEmail* Check this BOX to Send to VA TeamΔHave A Question?If you have any questions regarding this quote, drop me a quick note.Get In Touch
