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  • New Quote Request

  • 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.

  • Note: Be sure to indicate where Quote Data is located. For example: Current Client - no new info, EZLynx Documents, Infusionsoft File Box.
  • Check this box if you want to send an email requesting the RQ to be completed.