Onboarding
      Back to home
      1. Help Center
      2. Client: Retention
      3. Onboarding

      Agency Retention Commercial Lines Call Sheet (Renewal Review Form) Edit Process

      Let's get your edits together to build the backbone of the renewal review process

      Agency Standards & Call Information

      Please note - this form is to be used digitally. When you print the form it will not perform as designed and will cause a great deal of confusion. Please download the form and watch the video to fully  understand this smart form.

      Q2 2023 Agency Retention - Commercial Lines Farm Edit (for knowledge base & consulting clients)

       

       
       

      Link to Sample Commercial Lines Call Sheet

      Form to provide Commercial Lines Call Sheet Edits

      This form is designed to be a digital form. If you print the form you will lose a lot of the magic!

      Please submit your edits to the form (for APP Consulting clients) on the Call Sheet Edit Form. 

      What to do if the form doesn't turn red on your computer: 

       

      In Adobe ---> Edit (or Menu)---> Preferences ---> Forms---> Uncheck "Show border hover color for fields