2020 Sales Meeting Call Report

Producer - Meeting Call Report
BROKER NAME: *
DATE:

Month Day Year
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
Email
WWFI Producer
Email
WWFI Producer
Email
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

Construction Environmental General & Product Liability Healthcare Management Liability O&G Property Professional Liability Transportation Personal Lines
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

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