Courtesy Call Melissa Smith – Keevily Safety Groups

1- Business Name*
2- Person Spoken to on welcome call*
First Last
3- Is the contact information right?. If yes, skip to question 9*
- Yes
- No
4-Correct Contact Person?
First Last
5- New Email
6- New Email
7- New Phone
8- New Phone
9- How they prefer to be contacted?
- Phone
- Email
- Regular mail
10- Are you aware of our Keevily Portal?*
- Yes
- No
11- (IF NON-BROKERED) we are a multi line agency, are you interested in us quoting any other lines of business?
- Yes
- No
12- Comments
13- Questions