CRM GUID
First Name
Last Name
Email
Birthdate
Zip Code
Phone
Agent ID
Meeting Category
Current Client Renewal IHIP
Current Client Renewal - Medicare
Lead – Already on IHIP
Lead – Already on Medicare
Lead – New to IHIP
Lead – New to Medicare
Appointment type
In Person
Phone
Video
Meeting Location
Cincinnati Office
Dayton Office
Will someone else be attending this meeting?
Guest First Name
Guest Last Name
Guest Date Of Birth
Guest Email
Does your guest need a Medicare plan?
Yes
No