Producer - Meeting Call Report
Updated 10-17-2019
BROKER NAME:
*
Select your Name
Other - Not Listed
Al Meier
Angela Davis
Ashley Ward
Bob McAuley
Carter Wilcher
Chelsea Nolander
Chris Moulder
Cole Zalaznik
Dana Kelly
David Senescu
Jason Lukens
Joe Carlson
John Grise
Jordan Connelly
Kathy Griffith
Kyle Domire
Lindsay Moore
Matt Faust
Matt Wischnowsky
Michael McNally
Sean Smith
Shane Holden
Shane White
Shavarra Davis
Sue Williams
Todd Pollock
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
Submit
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2nd Agency Meeting >>
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
CEO
President
Producer
Marketing Manager
Marketing Executive
Account Executive
Account Manager
Other
Discipline
Allied Medical
Construction
Distribution
Energy
Environmental
Healthcare
Hospitality
Life Sciences
Manufacturing
Marketing (All)
Non-Profit
Real Estate
Social Services
Transportation
Other
2.
Name
Title
CEO
President
Producer
Marketing Manager
Marketing Executive
Account Executive
Account Manager
Other
Discipline
Allied Medical
Construction
Distribution
Energy
Environmental
Healthcare
Hospitality
Life Sciences
Manufacturing
Marketing (All)
Non-Profit
Real Estate
Social Services
Transportation
Other
3.
Name
Title
CEO
President
Producer
Marketing Manager
Marketing Executive
Account Executive
Account Manager
Other
Discipline
Allied Medical
Construction
Distribution
Energy
Environmental
Healthcare
Hospitality
Life Sciences
Manufacturing
Marketing (All)
Non-Profit
Real Estate
Social Services
Transportation
Other
4.
Name
Title
CEO
President
Producer
Marketing Manager
Marketing Executive
Account Executive
Account Manager
Other
Discipline
Allied Medical
Construction
Distribution
Energy
Environmental
Healthcare
Hospitality
Life Sciences
Manufacturing
Marketing (All)
Non-Profit
Real Estate
Social Services
Transportation
Other
5.
Name
Title
CEO
President
Producer
Marketing Manager
Marketing Executive
Account Executive
Account Manager
Other
Discipline
Allied Medical
Construction
Distribution
Energy
Environmental
Healthcare
Hospitality
Life Sciences
Manufacturing
Marketing (All)
Non-Profit
Real Estate
Social Services
Transportation
Other
Highlights & Feedback:
Obstacles:
Action Items:
Additional Notes:
Upload Picture of Business Cards
Browse Files
Cancel
of
Submit
Should be Empty: