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QuoteWizard Lead Verification
Internal SKG workflow for verifying QuoteWizard lead information before licensed-agent review. Gather factual information only. Do not recommend coverage, quote, bind, cancel, or interpret policy terms.
Lead & Contact Verification
QuoteWizard Lead ID
*
Lead received date
*
Customer full name
*
Best phone number
*
Email address
*
Current address
*
Best contact method
*
A
Phone
B
Text
C
Email
Best time to contact
*
Submit Verification