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.
Start By Watching This Video On How The Form Works
Here is a link to a sample Personal Lines Renewal Review call sheet
Please use this form to send in edits
Or you can open the sample sheet in adobe and use the comments box on each one to make edits and send that to therese@agencyperformancepartners.com
NOTE: Please do not print out the sample sheet and write out edits. Since its a fillable PDF the form will have all the fields in the drop downs we need - the printed one won't show you which fields are drop downs.
If the form doesn't turn red on your computer: 🔴
In Adobe ---> Edit (or Menu)---> Preferences ---> Forms---> Uncheck "Show border hover color for fields
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:
Login to agency school (You need to login at https://agency-performance-pack.teachable.com/)
- Find Agency Retention Course here
- Once in the course Look under "Agency Retention - Leadership Team Only Section"
- Click on Download Resources (See Figure a. below)
- Download Personal Lines Sample sheets
- Open them in a PDF viewer like Adobe
- Once you have opened the sample please either comment in adobe with the changes you'd like or do this Form to provide Personal Lines Sheet Edits by answering the questions.
- Please reach out if you need help, these forms are lengthy so you will need to block some time to complete them.
Email therese@agencyperfromancepartners.com with any questions you have.