NorCal Team Call Report Form
BROKER COMPLETING CALL REPORT:
DATE:
-
Month
-
Day
Year
Date of Meeting
BROKER NAME:
*
Select your Name
Other - Not Listed
Carolyn Williamson
Chris Murphy
Dan Brown
Erik Lindquist
Steve Sanford
Broker Email
*
example@example.com
OTHER PARTICIPATING BROKERS:
Select your Name
Other - Not Listed
Carolyn Williamson
Chris Murphy
Dan Brown
Erik Lindquist
Steve Sanford
This lead is:
Cold
Warm
Hot
Existing Agency
Prospect
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):
Additional Notes:
Submit
Should be Empty: