FOR INTERNAL USE ONLY

CRM Add Broker Request Form

• Before submitting this form, please check CRM to see if the broker exists in CRM already.
• If the broker is not in CRM and you want them added to CRM, please complete the form below. 
• If the broker already exists in the CRM, please be sure to indicate that you are updating an existing record and fill out the fields that need to be revised.
• Upon submission the request will be sent to the Marketing Department, who will add the broker as a “Prospect” unless instructed otherwise.
• You and your sales manager will get a notification when complete.
• Upon completion, please update the CRM record with any other additional information you have. The fields below are the minimum requirements to create a new broker.

BROKER INFORMATION

Is this a request to add a new broker or to update an existing broker? NOTE: If new, please complete ALL fields in this section. If existing, please complete only the fields to be updated.

Questions? Email Brittany Kitchens.