SOUTHEAST Phone Call Report
BROKER COMPLETING CALL REPORT:
DATE:
-
Month
-
Day
Year
Date of Meeting
BROKER NAME:
*
Select your Name
Other - Not Listed
Al Meier
Angela Davis
Ashley Ward
Bob McAuley
Chelsea Nolander
Chris Moulder
Chris Stuhlweissenburg
Jordan Connelly
Matt Faust
Nicole Rickett
Shane Holden
Shane White
Sue Williams
Broker Email
*
example@example.com
Broker Speciality
Casualty
Construction
Cyber Liability
Energy
Environmental
Healthcare
Hospitality
General
Lawyers Professional
Life Sciences
Nutraceuticals/Cannabis
Management & Professional
Manufacturing & Industrial
Marine
Product Recall
Property
Real Estate
Transportation
Worker's Compensation
Personal Lines
OTHER PARTICIPATING BROKERS:
Select your Name
Other - Not Listed
Al Meier
Angela Davis
Ashley Ward
Bob McAuley
Chelsea Nolander
Chris Moulder
Chris Stuhlweissenburg
Jordan Connelly
Matt Faust
Nicole Rickett
Shane Holden
Shane White
Sue Williams
This contact / agency is:
Cold
Warm
Hot
Existing Agent/Agency
Prospect
Unavailable at the time of call
This contact / agency is::
Cold
Warm
Hot
Active
Prospect
I was unable to reach contact and Left Message
Agency Name:
Street Address:
City:
State:
Zip Code:
Main Contact: (First & Last Name)
Title:
Email:
Phone:
Line of Business
Casualty
Construction
Cyber
Energy
Environmental
General & Product Liability
Healthcare
Hospitality
Life Sciences
Management & Professional Liability
Manufacturing & Industrial
Marine
Personal LInes
Property
Real Estate
Transportation
Worker's Compensation
Personal Lines
Highlights & Feedback:
Obstacles:
Other Agency Contacts (Name, Title/Specialty, Phone, Email etc.)
Action Items:
*
Refer to East Coast Leadership
Send follow up email
Send additional Information
Follow up on submission
Schedule future meeting
Action Notes (add specific information relative to Action Items above):
Additional Notes:
Submit
Back
OR ADD NOTES /MEETING
Date
-
Month
-
Day
Year
Date
Highlights & Feedback:
Obstacles:
Other Agency Contacts (Name, Title/Specialty, Phone, Email etc.)
Action Items:
Refer to East Coast Leadership
Send follow up email
Send additional Information
Follow up on submission
Schedule future meeting
Action Notes (add specific information relative to Action Items above):
Additional Notes:
Add more or additional meeting notes
Submit
Back
OR ADD NOTES/MEETING
Date
-
Month
-
Day
Year
Date
Highlights & Feedback:
Obstacles:
Other Agency Contacts (Name, Title/Specialty, Phone, Email etc.)
Action Items:
Refer to East Coast Leadership
Send follow up email
Send additional Information
Follow up on submission
Schedule future meeting
Action Notes (add specific information relative to Action Items above):
Additional Notes:
Add more or additional meeting notes
Submit
Back
OR ADD NOTES/MEETING
Date
-
Month
-
Day
Year
Date
Highlights & Feedback:
Obstacles:
Other Agency Contacts (Name, Title/Specialty, Phone, Email etc.)
Action Items:
Refer to East Coast Leadership
Send follow up email
Send additional Information
Follow up on submission
Schedule future meeting
Action Notes (add specific information relative to Action Items above):
Additional Notes:
Add more or additional meeting notes
Submit
Should be Empty: