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DPW511 As the office assistant in the Insurance Sales Department, you have been asked to...

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Accounting

DPW511

As the office assistant in the Insurance Sales Department, you have been asked to create a new customer intake form. This form will include information on what type of insurance a customer is looking to purchase, sales agent name, start date of insurance, cost, etc

First, think about and research (or sketch out) what items you should include in this form as it relates to the scenario and the purpose of the form. Then begin to create a suitable form in Word. Keep the form professional looking and include everything you feel is useful for the form. Be detailed and fit it all on one page. Create and include a logo/letterhead in your form. Make up a fictitious name for your company name, address, website, etc. Use only Canadian fields for your forms as all employees and all clients are from Ontario.

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