Meeting Call Report - Revised 10-17-19

2nd Agency Meeting
DATE:

Month Day Year
Date of Meeting Date Picker Icon
Are there other WWFI Producers in attendance? If yes, please note below:

No Yes Same as First Meeting
1.
Name
Specialty
2.
Name
Specialty
3.
Name
Specialty
4.
Name
Specialty
5.
Name
Specialty
Are you meeting with same individuals as your first meeting?

Yes No
Main Contact: (First & Last Name)
Phone:
Title:
Email:
Line of Business
Class of Business (Discipline)
Are there other Agency Contacts in Attendance? If yes, list below:

Yes No
1.
Name
Title
Discipline
2.
Name
Title
Discipline
3.
Name
Title
Discipline
4.
Name
Title
Discipline
5.
Name
Title
Discipline
Highlights & Feedback:
Obstacles:
Action Items:
Additional Notes:
Upload Picture of Business Cards

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2nd Agency Meeting