Potts Agency – Client Application Information Sheet
Client Application Information Sheet
Please complete the following information so we can prepare your financial or insurance application.
Your information is securely transmitted and handled confidentially.
Step 1 – Personal Identification1 of 7
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Personal Identification
Basic identifying information about the applicant.
Required
Required
Required
Format: XXX-XX-XXXX
Required
Required
Contact Information
How we can reach you and your current address.
Required
Valid email required
Current Address
Required
Required
Required
Required
Employment Information
Your current employment status and income details.
Please select an option
Required
Physical Information
Health and physical details relevant to your application.
Please select an option
Please select an option
Beneficiary Information
Designate who will receive benefits in the event of a claim.
Primary Beneficiary
Required
Required
Required (1–100)
Contingent Beneficiary (Optional)
Banking Information
Payment and banking details for premium processing.
Please select a payment method
9-digit ABA routing number
Consent and Authorization
Please review and authorize the following before submitting.
Authorization and Consent Agreement
By signing below, I hereby authorize Potts Agency and its affiliated carriers, agents, and representatives to obtain, verify, and use the information provided in this application for the purpose of evaluating, processing, and issuing financial or insurance products on my behalf.
I certify that all information provided in this application is true, accurate, and complete to the best of my knowledge. I understand that any misrepresentation or omission of material facts may result in the denial of coverage, cancellation of any issued policy, or other legal consequences.
I authorize Potts Agency to contact me via phone, email, or text message regarding my application and any related products or services. I understand that I may opt out of communications at any time.
I acknowledge that I have read and understand the terms of this application and consent to the collection, use, and storage of my personal information in accordance with applicable privacy laws and Potts Agency's Privacy Policy.
This authorization shall remain in effect for the duration of my relationship with Potts Agency unless revoked in writing.
All consent checkboxes are required
Signature required
Application Information Received
Thank you for submitting your information. Our team will review your details and contact you if additional information is needed.