Trustpoint New Business Marketing Profile Step 1 of 5 20% Preliminary QuestionsIs the prospect entered in AMS360?* Yes No STOP You must enter in the system before proceeding.Has Trustpoint previously written or quoted?* Yes No Producer*Belcher, KrisBucher, RoyCuddy, EricGreear, CarlLongshore, JeremyPowers, EdRender, SergioRittenhouse, ScottRobertson, BradleySalazar, SebastianStanton, RobStrong, ReeceSwindell, BobWarner, MarcoNot ListedEnter Producer Name* Enter Producer Email* General InformationProspect Name* Prospect NAICS Code* Please use ZYWAVE's Broker Briefcase to confirm this code. Number of Employees* List States With Employees* Expiration Date (or first up if multiple)* MM slash DD slash YYYY At least 45 days lead time is recommended.Need by Date* MM slash DD slash YYYY 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 NeedsIdentify the type of buyer.*EconomicUserCheerleaderProbability 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* Competitor/Incumbent InformationProperty & Casualty LinesCurrent Insurance Company - Primary P&C Lines* Current Insurance Company - WC Line* Current Agency - P&C Lines* Years with current P&C agency?Please enter a number from 0 to 100.Satisfaction with current P&C agency?*Please enter a number from 1 to 10.Use scale of 1 - 10. 1 = Not at all / 10 = ExtremelyExplain why satisfied or dissatisfied. Is the prospect using outside consultant?* Yes No Are other outside agents involved?* Yes No Has the prospect assigned markets?* Yes No Consultant Name* Other Agent Name(s)* 1st - Market Assignment*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOther2nd - Market Assignment*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOtherNone3rd - Market Assignment*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOtherNone1st - Market Selection*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOther2nd - Market Selection*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOtherNone3rd - Market Selection*Auto OwnersC N AHanoverSelectiveTravelersUticaEastern AlliacneKey RiskOtherNone1st - Other Market* 2nd - Other Market* 3rd - Other Market* Life & Health LinesCurrent Insurance Company - Primary L&H Lines* Current Agency - L&H Lines* Years with current L&H agency?Please enter a number from 0 to 100.Satisfaction with current L&H agency?*Please enter a number from 1 to 10.Use scale of 1 - 10. 1 = Not at all / 10 = ExtremelyExplain why satisfied or dissatisfied. Is the prospect using outside consultant?* Yes No Are other outside agents involved?* Yes No Has the prospect assigned markets?* Yes No Consultant Name* Other Agent Name(s)* 1st - Market Assignment*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOther2nd - Market Assignment*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOtherNone3rd - Market Assignment*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOtherNone1st - Market Selection*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOther2nd - Market Selection*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOtherNone3rd - Market Selection*AetnaAnthem BlueCross BlueShieldBlueCross BlueShield of TennesseeOptima HealthUnited HealthcareOtherNone1st - Other Market* 2nd - Other Market* 3rd - Other Market* Marketing NarrativeExecutive Summary*Describe the operations, history and leadership. Include prospect's attitude towards loss control/risk management.Why is the prospect out to market?*Describe the prospects motivation for looking at options this year.With regards to the P&C what can we do that the current agent is not and the prospect is under-served as a result.* Loss Control / Risk Management Claims Management Policy Management Coverage / Exposure Gaps Premium Savings Other Nothing Describe what we can do in more detail.With regards to the L&H what can we do that the current agent is not and the prospect is under-served as a result.* Technology/Enrollment platform Compliance Support HR Support Alternative funding strategies (level, self, etc.) Open Enrollment/Communication Support Other Nothing Describe what we can do in more detail.Target Premium for Property*Please enter a number greater than or equal to 0.Target Premium for General Liability*Please enter a number greater than or equal to 0.Target Premium for Auto*Please enter a number greater than or equal to 0.Target Premium for Workers' Compensation*Please enter a number greater than or equal to 0.Target Premium for Umbrella*Please enter a number greater than or equal to 0.Target Premium for Professional Liability*Please enter a number greater than or equal to 0.Estimated P&C Revenue*Please enter a number greater than or equal to 0.Estimated L&H Revenue*Please enter a number greater than or equal to 0.Minimum of a 3 year loss summary must completed and attached in the upload section on next page. Documents and Additional CommentsPlease create a shared folder to collect documents such as exposure schedules, pictures, loss runs, ect. Share the folder with Will Faddis.Additional Comments
