Hall Associates outbound call to a new IAM member outcome record.

This form is to be used by Hall Associates staff only to provide IAM RoadSmart with updated details after each successful telephone conversation with a newly qualified member .
Please complete the fields below after each successful telephone conversation with an IAM member called to congratulate them and gain an opt-in. By clicking 'submit' the details are sent to the IAM RoadSmart booking team who will update our CRM database.

If you have any queries or updates then please contact the IAM RoadSmart booking team on 0300 303 1134 or by email to [email protected]

IAM RoadSmart staff please note: Please amend the member record accordingly and add this form to their contact history.

Member number

Date spoken to

Surname (error check for member number)

Cornmarket opt-in

Insurance renewal date (optional)

Additional actions

Gift-Aid opt-in

Hall Associates outbound call to a new IAM member outcome record.

We make better drivers and riders