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Agent/Broker Username:   Agent/Broker password:  

Agent/Agency Name:                    

Agency Address:                    Suite #        

City:          State:      Zip: 

Address to Send Commission Checks:                     Suite #        

City:          State:     Zip: 

Phone:             Email:      

         (example: 555-555-5555)                                    (example: suesmith@GFInetwork.com)                     

Fax:     (example: 555-555-5555)

 

LEAD INFORMATION

 

Business Name:      

 

Contact Name:    

                                                                                                                                                              

Address:                     Suite #        

City:         State:      Zip: 

Phone:              Email:        

           (example: 555-555-5555)                                    (example: suesmith@GFInetwork.com)                     

Fax:   (example: 555-555-5555)

 

Line of Business:    

 

 

 

Select Type of Insurance Requested:       Worker's Compensation     General Liability        Property  

                                                                             Commercial Auto               Errors/Omissions         Directors/Officers

                                                                             Commercial Package         Medical Malpractice  Group Benefits

 

 

Date received by GFI:     Spoke To:

                                  example: (01-01-2007)

 

1st Contact with Client:         Date Submitted to Carrier:                       

                                                                                

 

 Date Received Quote from Carrier:          Date Presented to insured:  

 

                   

                                                                            Accepted     Declined                                                                                                                                                      

 

Additional Information Requested:                                            Comments:            

   

               

 

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