Once a QuoteForm has been submitted by your prospect you will receive an email notification letting you know that it has been completed. This email will be sent to the individual who the QuoteForm was Assigned To.

Hi First Name,

You have a new Quote Request from Prospect Name!

Prospect Name has submitted the request via the Name of QuoteForm QuoteForm.

Here is an overview of the submission:

• Client:

• Address:

• Lines of Business Requested:

• Phone:

• Email:

• Preferred Method of Contact:

A draft Risk Profile has been created for this submission, which you can view by clicking the button below:

View Client’s Risk Profiles

You can also view the QuoteForm submissions here.