Agency Retention Personal 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.

Start By Watching This Video On How The Form Works

Agency Retention - Personal Lines Call Form Review

Here is a link to a sample 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