Trustpoint Renewal Marketing Profile Step 1 of 5 20% Preliminary QuestionsDid you have a renewal planning meeting with account?* Yes No STOP. You must have a renewal meeting with the account prior to remarket submission. Please close this form and start again after meeting.Is the NAICS code in AMS?* Yes No Account NAICS Code* Please use ZYWAVE's Broker Briefcase to confirm this code. General InformationProducer*Belcher, KrisBucher, RoyGreear, CarlHallacher, KeithLongshore, JeremyPowers, EdRittenhouse, ScottRobertson, BradleyStanton, RobStrong, ReeceSwindell, BobWarner, MarcoNot ListedEnter Producer Name* Enter Producer Email* Account Manager Name* Account Name* 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 Renewals* Property & Casualty Life & Health Personal Lines Select all that Apply to Current Marketing NeedsProbability of Renewing*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 re-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 re-marketed?* Medical Dental Vision Life Disability Other Describe Other L&H Lines* Competition OverviewProperty & Casualty LinesHas the account engaged an outside consultant?* Yes No Has the account invited other agents to market?* Yes No Has the account 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 LinesHas the account engaged an outside consultant?* Yes No Has the account invited other agents to market?* Yes No Has the account 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. Describe any changes in the accounts operations and exposure from last year.Why is the account out to market?*Describe the prospects motivation for looking at options this year.With regards to the P&C what can we do to improve our service to the account?* 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 improve service to this account?.* 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.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
