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/*Program Consulting Clients Only
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 🌕 (*Program/Consulting/ & Subscription Only have access to the Agency Retention Course & The Below Resources)
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.