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
Charlene Bauer
Dana Kelly
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Sylvia
John Grise
Lisa Haaser
Matt Wischnowsky
Michael McNally
Pete Tichacek
Sean Smith
Todd Pollock
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 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). If you noted Refer to Leadership, who? Schedule a future meeting, when?
Additional Notes:
Save
Submit
Back
OR ADD NOTES /MEETING
Save
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
Save
Submit
Back
OR ADD NOTES/MEETING
Save
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
Save
Submit
Back
OR ADD NOTES/MEETING
Save
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
Save
Submit
Should be Empty: