Marketing Profile - New Business - Trustpoint Insurance

Tri-Cities, Charlottesville, Richlands, Roanoke

1-866-276-9622

1-888-872-5496

[email protected]

Home
About
Products & Services
Manage Your Policy
Contact

Trustpoint New Business Marketing Profile

Step 1 of 5

20%

Preliminary Questions
Is 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*
Enter Producer Name*
Enter Producer Email*

Save and Continue Later

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)*
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 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*

Save and Continue Later

Competitor/Incumbent Information
Property & Casualty Lines
Current 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 = Extremely
Explain 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*
2nd - Market Assignment*
3rd - Market Assignment*
1st - Market Selection*
2nd - Market Selection*
3rd - Market Selection*
1st - Other Market*
2nd - Other Market*
3rd - Other Market*
Life & Health Lines
Current 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 = Extremely
Explain 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*
2nd - Market Assignment*
3rd - Market Assignment*
1st - Market Selection*
2nd - Market Selection*
3rd - Market Selection*
1st - Other Market*
2nd - Other Market*
3rd - Other Market*

Save and Continue Later

Marketing Narrative
Executive 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.

Save and Continue Later

Documents and Additional Comments
Please create a shared folder to collect documents such as exposure schedules, pictures, loss runs, ect. Share the folder with Will Faddis.
Additional Comments

Save and Continue Later

Privacy Notice to Website Visitors
Website Use Disclosure
Trustpoint Licensed States

© 2021 Trustpoint Insurance