Marketing Profile - New Business - Trustpoint Insurance

General Information

Prospect Name*

Prospect Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Prospect NAICS Code*

Please use ZYWAVE's Broker Briefcase to confirm this code.

Have you completed a "pain questionnaire"?*

Yes
No

Good for you!
Your chances of winning are significantly improved as a result of this work. Please upload a copy of the pain questionnaire with this web form to share with the team.

What are you waiting for?
Your chances of winning are significantly improved when you go through a pain questionnaire with your prospect. Please talk to your sales manager about making this part of your process.

Number of Employees*

List States With Employees*

Expiration Date (or first up if multiple)*

At least 45 days lead time is recommended.

Need by Date*

Proposals will be delivered a minimum of 3 days prior to expiration and maximum of 30 days prior to expiration.

Select Line of Business Opportunities*

Property & Casualty
Life & Health
Personal Lines

Select all that Apply to Current Marketing Needs

Identify the type of buyer.*

Probability of Winning*

Please enter a number from 0 to 100.

Enter the percentage chance that you will close this opportunity.

What are the primary P&C lines of coverage being marketed?*

Property
General Liability
Automobile
Workers' Compensation
Umbrella
Professional Liability
Other

Describe Other P&C Lines*

What are the primary L&H lines of coverage being marketed?*

Medical
Dental
Vision
Life
Disability
Other

Describe Other L&H Lines*

Marketing Profile – New Business

Trustpoint New Business Marketing Profile

Step 1 of 5

Preliminary Questions

General Information

Competitor/Incumbent Information

Property & Casualty Lines

Life & Health Lines

Marketing Narrative

Documents and Additional Comments

Let's Connect

Customer Reviews

Insurance

About

Policy Service

Roanoke

Bristol

Charlottesville

Richlands

Lynchburg