Agency Retention Farm Renewal Review Call Sheet Edit Process

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

EASIEST WAY! ✅

Thanks for finding our Farm Renewal Review Sheet edits. You can choose to review the samples linked below and submit edits through this form or commenting on the form in a pdf platform like Adobe. There are 2 Farm Renewal Review Sheets as we know agencies differ on the types of farm they insure. There is a video at the bottom of this that shows how to do the edits.

Here are the 2 sample

• Farm Renewal Review Form Sample 1  
• Farm Renewal Review Form Sample 2

A LOT MORE STEPS-BUT YOU HAVE DIRECT ACCESS IN THE SCHOOL 🌕

OR you can get the forms form the Agency School by following the instructions below:

How to access the forms in the agency school video: How to request edits of Farm Renewal Review Sheets
Login to agency school (You need to login at https://agency-performance-pack.teachable.com/)

1. Find Agency Retention Course here
2. Once in the course Look under "Agency Retention - Leadership Team Only Section"
3. Click on Download Resources (See Figure a. below)
4. Download both Farm Sample sheets
5. Open them in a PDF viewer like Adobe
6. Review the sample sheets and determine which one you want your team to use.
7. Once you have selected the sample you like please either comment in adobe with the changes you'd like or do this Form to provide Farm Sheet Edits by answering the questions.
8. Please raise your hand if you need help, these forms are lengthy so you will need to block some time to complete them.

Or you can open the sample sheet you choose in adobe and use the comments box on each one to make edits and send that to therese@agencyperformancepartners.com