Team Client Form Client Information Name First Last Email City of Client Line(s) of Insurance Revenue on Account Did they have insurance at Thams Agency prior? No, they are new Yes, They just added a line of Insurance They left our agency and are now coming back How did they hear about Thams Agency Cold Call Facebook Instagram Website Radio Ad Newspaper Ad Digital Ad (Search) Referral They are a family member or friend Other If you selected referral, please list who it was from. If you selected other, list where they came from. NotesThis can be anything extra about the client you think is necessary (anything they said that was interesting, maybe where they had their insurance before, why did they make the switch, etc.)