NEW QUOTE REQUEST It's great to know we're making a difference together! New Quote RequestYour NameEnter Date of Quote Request* Date Format: MM slash DD slash YYYY Current Expiration Date: Date Format: MM slash DD slash YYYY Critical Due Date Date Format: 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 PolicyIf this is a New Business Quote, please provide:• Deducticble• Limit of Liability• Perferred Dollar Per Sq. Ft.• And so on…Notes 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:Select an Option below to Respond to Low Risk Retention Center Negative Response Email Low Risk Rate Response to Negative Client Response Low Risk Rate Response to Negative Client Response X-Auto Low Risk Rate Response to Negative Client Response X-Home The Selections above will still send a Quote request to PH Team. Send Renewal Questionnaire Email The Selection above will still send a Quote request to PH Team.Check this box if you want to send an email requesting the RQ to be completed.Do you have documents to attach for Quoting?Documents are attached go to File BoxThe are NO DocumentsUpload Documents that will be helpful to the PH Team. Drop files here or EZLynxAppIDEmail** Check this BOX to Send to VA Team
