Here are descriptions of the fields you may need some clarification on:
- Employee Name Enter your first name & last initial (Example: David F) so that way we can make sure you get your referral monies.
- Additional Notes Add any additional notes about the call.
Important: Add the account number of the referring individual if possible.
- Referral Question Asked? Select Yes/No; Are you entering the information in this form because you asked the 1 question at the end of your call?
- Lead Type Select if it’s a Consumer/Institutional (agents) lead/referral.
- Agent Group The default is Provident. Leave as PTG unless specified, in which case select the agent group from the list.
- Account Type Select the appropriate account type if known.
- Investment Type Select the appropriate account type if known.