Producer - Meeting Call Report
BROKER NAME:
*
Select your Name
Other - Not Listed
Carolyn Williamson
Chris Murphy
Dan Brown
Erik Lindquist
Steve Sanford
DATE:
-
Month
-
Day
Year
Date of Meeting
Broker Email
*
example@example.com
Other WWFI Producers in Attendance. Copy of Meeting Report will be sent to email provided. If so, please fill in email address below.
Yes
No
WWFI Producer
Select your Name
Other - Not Listed
Chris Murphy
Brad Foote
Steve Sanford
Producer Email
example@example.com
WWFI Producer
Select your Name
Other - Not Listed
Chris Murphy
Brad Foote
Steve Sanford
Producer Email
example@example.com
WWFI Producer
Select your Name
Other - Not Listed
Chris Murphy
Brad Foote
Steve Sanford
Producer Email
example@example.com
Agency Name:
*
Street Address:
City:
*
State:
*
Zip Code:
Main Contact
*
First Name
Last Name
Send Automated Thank You Note
*
Yes
No
Main Contact: (First & Last Name)
Title:
Email:
*
Phone:
Line of Business
Construction
Environmental
General & Product Liability
Healthcare
Management Liability
O&G
Property
Professional Liability
Transportation
Personal Lines
Please list additional Agency Contacts in attendance:
Highlights & Feedback:
Add information relative to meeting and agency relationship. Put additional notes like birthdays under Additional Meeting Notes at the bottom of form.
Obstacles:
i.e. challenges or roadblocks associated with getting a submission.
This lead is:
Existing Agency
Cold
Warm
Hot
Not a Good Fit (Please explain why under Obstacles)
Action Items
*
1. Send follow up email
2 Send additional Information
3. Follow up on submission
4. Add to email campaign
5. Schedule future meeting
Add Specific details from Items Above
*
Refer to another Broker
Referring Broker Email
example@example.com
Action Note or Question to Referral Broker.
Additional Meeting Notes
Upload Picture of Business Cards
Browse Files
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of
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2nd MEETING REPORT
Save
BROKER NAME:
*
Select your Name
Other - Not Listed
Al Meier
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Charlene Bauer
Chelsea Nolander
Chris Amalfetano
Chris Moulder
Chris Stuhlweissenburg
Cole Zalaznik
Dana Kelly
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Carlson
Joe Sylvia
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Lisa Haaser
Matt Faust
Matt Wischnowsky
Michael McNally
Nicole Rickett
Pete Tichacek
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
Yvonne Williams
Ronald Austin
Tom Ciardello
Gary Kitchen
Davis Moore
Garett Kaneko
Hank Haldeman
Eric Stuckman
David Fiske
DATE:
-
Month
-
Day
Year
Date of Meeting
Broker Email
*
example@example.com
Other WWFI Producers in Attendance. Copy of Meeting Report will be sent to email provided.
Yes
No
WWFI Producer
Select your Name
Other - Not Listed
Al Meier
Andy Simkins
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Charlene Bauer
Chelsea Nolander
Chris Amalfetano
Chris Moulder
Chris Stuhlweissenburg
Chris Vallone
Cole Zalaznik
Dana Kelly
David Fiske
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Carlson
Joe Sylvia
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Lisa Haaser
Matt Faust
Matt Wischnowsky
Michael McNally
Nicole Rickett
Pete Tichacek
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
Yvonne Williams
Ronald Austin
Tom Ciardello
Gary Kitchen
Davis Moore
Garett Kaneko
Hank Haldeman
Eric Stuckman
David Fiske
Producer Email
example@example.com
WWFI Producer
Select your Name
Other - Not Listed
Al Meier
Andy Simkins
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Charlene Bauer
Chelsea Nolander
Chris Amalfetano
Chris Moulder
Chris Stuhlweissenburg
Chris Vallone
Cole Zalaznik
Dana Kelly
David Fiske
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Carlson
Joe Sylvia
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Lisa Haaser
Matt Faust
Matt Wischnowsky
Michael McNally
Nicole Rickett
Pete Tichacek
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
Yvonne Williams
Ronald Austin
Tom Ciardello
Gary Kitchen
Davis Moore
Garett Kaneko
Hank Haldeman
Eric Stuckman
David Fiske
Producer Email
example@example.com
WWFI Producer
Select your Name
Other - Not Listed
Al Meier
Andy Simkins
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Charlene Bauer
Chelsea Nolander
Chris Amalfetano
Chris Moulder
Chris Stuhlweissenburg
Chris Vallone
Cole Zalaznik
Dana Kelly
David Fiske
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Carlson
Joe Sylvia
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Lisa Haaser
Matt Faust
Matt Wischnowsky
Michael McNally
Nicole Rickett
Pete Tichacek
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
Yvonne Williams
Ronald Austin
Tom Ciardello
Gary Kitchen
Davis Moore
Garett Kaneko
Hank Haldeman
Eric Stuckman
David Fiske
Producer Email
example@example.com
Is Main Contact Same as First Meeting?
Yes
No
Main Contact
*
First Name
Last Name
Main Contact: (First & Last Name)
Title:
Email:
*
Phone:
Line of Business
Construction
Environmental
General & Product Liability
Healthcare
Management Liability
O&G
Property
Professional Liability
Transportation
Personal Lines
Please list additional Agency Contacts in attendance:
Highlights & Feedback:
Add information relative to meeting and agency relationship. Put additional notes like birthdays under Additional Meeting Notes at the bottom of form.
Obstacles:
i.e. challenges or roadblocks associated with getting a submission.
Send to Referral Broker for Assistance with Agent
Select Name
Other - Not Listed
Al Meier
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Charlene Bauer
Chelsea Nolander
Chris Amalfetano
Chris Moulder
Chris Stuhlweissenburg
Cole Zalaznik
Dana Kelly
David Senescu
Greg O’Connell
Jason Lukens
Jay Ferrara
Joe Carlson
Joe Sylvia
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Lisa Haaser
Matt Faust
Matt Wischnowsky
Michael McNally
Nicole Rickett
Pete Tichacek
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
Ronald Austin
Tom Ciardello
Gary Kitchen
Davis Moore
Garett Kaneko
Hank Haldeman
Eric Stuckman
David Fiske
Referring Broker Email
example@example.com
Action Note or Question to Referral Broker.
Please Note Next Step Action Items or Additional Meeting Notes
Should be Empty: