Along with the agent’s critical information, we will need information about your customers. This information will be compiled into the InTouch database and will be called the agent’s “Customer List”. You may send your customer list to InTouch electronically, or by mail to be entered by InTouch. Please do not attempt to fax us your customer List as the quality of the fax can create room for error when contacting your customer.

This list should include:

• Full customer name
• Customer's home phone number with area code
• Enough names to allow contacting for a minimum of 6 months

It is to the agent’s advantage to insure that all information is current and accurate. The agent may customize the Name List to optimize the effectiveness of the service he receives. This may include deleting the names of those customers the agent would not like InTouch to contact. Deleted names may include clients/customers with whom the agent has recently met with, close friends, family, and the deceased.

For an initial contact by a Spanish-speaking caller, please note an “S” to the left of your Spanish-speaking clients’ names.

The agent may also prioritize his/her list according to which customers he/she would like to have contacted first. Once your list is received, InTouch will create the agents E List.

The Name List should be received by the 25th day of the month to begin service the 1st day of the following month.

PLEASE MAIL YOUR CUSTOMER LIST OF NAMES TO INTOUCH AT:

InTouch Corp
PO Box 27950
Fresno CA, 93729