Commercial Lines 2.0 Producer Bootcamp
Name
*
First Name
Last Name
Agency Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Any food allergies?
*
Back
Next
Let's get to know you . . .
What is your primary commercial lines niche or industry focus?
*
Construction
Healthcare
Transportation
Manufacturing
Real Estate/Habitational
Professional Services
Other
What size accounts do you typically work with?
*
Small commercial (under $25k premium)
Middle market ($25k-$100k premium)
Large ($100k+ premium)
Mixed
What's your biggest challenge when prospecting larger accounts?
*
Getting the first meeting
Understanding buying structure
Building trust
Winning the account
Other
What topic are you most excited to explore during Bootcamp 2.0?
*
RFP's & Advanced Sales Strategies
Advanced Negotiation
Retention & Client Expansion
Carrier & Market Strategy
Captive Qualification
Are you currently working with (or trying to land) a large account?
*
Yes
No
If yes, briefly describe:
Back
Next
Commitments
Tracking Leads through an Excel spreadsheet or through a CRM (AZ enterprise)
Submit Excel leads report showing number of leads, number quotes, and number sold (unless on AZ Enterprise) on a monthly basis
Acknowledgement of commitment
*
Submit
Should be Empty: