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Marketing Profile – Renewal
Marketing Profile – Renewal
Trustpoint Renewal Marketing Profile
Step
1
of
5
20%
Preliminary Questions
Did 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 Information
Producer
*
Belcher, Kris
Bucher, Roy
Coleman, Kevin
Greear, Carl
Rittenhouse, Scott
Robertson, Bradley
Stanton, Rob
Strong, Reece
Swindell, Bob
Warner, Marco
Not Listed
Enter 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 Needs
Probability 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 Overview
Property & Casualty Lines
Has 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 Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
2nd - Market Assignment
*
Auto Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
None
3rd - Market Assignment
*
Auto Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
None
1st - Market Selection
*
Auto Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
2nd - Market Selection
*
Auto Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
None
3rd - Market Selection
*
Auto Owners
C N A
Hanover
Selective
Travelers
Utica
Eastern Alliacne
Key Risk
Other
None
1st - Other Market
*
2nd - Other Market
*
3rd - Other Market
*
Life & Health Lines
Has 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
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
2nd - Market Assignment
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
None
3rd - Market Assignment
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
None
1st - Market Selection
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
2nd - Market Selection
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
None
3rd - Market Selection
*
Aetna
Anthem BlueCross BlueShield
BlueCross BlueShield of Tennessee
Optima Health
United Healthcare
Other
None
1st - Other Market
*
2nd - Other Market
*
3rd - Other Market
*
Marketing Narrative
Executive 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 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
Δ
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