Meeting Call Report - Revised 10-17-19

Producer - Meeting Call Report

Updated 10-17-2019
BROKER NAME: *
DATE:

Month Day Year
Date of Meeting Date Picker Icon
BROKER EMAIL: *
Please list additional WWFI Producers in attendance:
Agency Name:
Street Address:
City:
State:
Zip Code:
Main Contact: (First & Last Name)
Phone:
Title:
Email:
Line of Business
Class of Business (Discipline)
Please list additional Agency Contacts in attendance:
Highlights & Feedback:
Obstacles:
Please specific Action Items *

Send thank you, follow up email Send additional Information Follow up on submission Refer agency to another WWFI Producer Add to email campaign (2020) Schedule future meeting
Action Notes (add specific information relative to Action Items above):
Additional Notes:
Upload Picture of Business Cards

Browse Files

Cancel of

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

Browse Files

Cancel of
Should be Empty:

2nd Agency Meeting