Professional Documents
Culture Documents
Is it a legitimate lead? (Yes/no bubble select. Include multi line text box under the selection)
Type of Insurance they currently have (drop down menu. Include multi line text box under the selection
choice)
Group Insurance
HMO
PPO
Medicare Supplement
None
Other/Not sure
Have they heard of a Medicare Supplement? (yes/no bubble select. Include multi line text box under
the selection choice)
Are they retired? (yes/no bubble select. Include multi line text box under the selection)
Health Issues (Multiple check options. Include multi line text box under the selection)
Heart Attack
Stroke
Insulin Diabetes
Cancer
Other
Appointment Date (simple month drop down and day drop down entry. One drop down for the month,
and one drop down next to it for the day)