2020 Sales Meeting Call Report

BROKER NAME: *

DATE:

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

Producer Email

example@example.com

WWFI Producer

Producer Email

example@example.com

WWFI Producer

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

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 *

Send to Referral Broker for Assistance with Agent

Referring Broker Email

example@example.com

Action Note or Question to Referral Broker.

Additional Meeting Notes

Upload Picture of Business Cards

Browse Files

Producer - Meeting Call Report