Underwriter Agent Call Sheet

rsi

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Underwriter * Date * Agency * Agent / Contact * Phone Email

Purpose of Call

General relationship / check-in Follow-up on recent quotes Discuss lost / declined quotes New business opportunities Upcoming renewals Cross-sell other RSI products Production has declined Agent has not quoted recently

Other:

Current Activity

How is business going? What types of accounts are they currently seeing?

Recent RSI Quotes

Any outstanding quotes we can help close?

Were any recent RSI quotes placed elsewhere?

Yes No

If yes, why?

Competitor / Market Used

New Business Opportunities

Any upcoming accounts that RSI should have an opportunity to quote?

Account / Opportunity Estimated Premium Expected Quote Date

RSI Products Discussed

Agent Feedback

What are we doing well?

What could RSI do better?

Any pricing, appetite, system, service, or turnaround concerns?

Follow-Up Required

Send application / guidelines Revisit outstanding quote Review pricing Discuss account with management Provide additional product information Follow up on upcoming account No follow-up required

Other:

Follow-Up Owner Follow-Up Date

Call Result

Strong opportunity identified Quote expected Renewal opportunity identified Agent will increase submissions Useful market feedback received Relationship touchpoint only Unable to reach – left voicemail Follow-up call needed

Underwriter Notes

Next Contact Date

RSI International, Inc. | 1250 E. Copeland Road, Ste. 300, Arlington, TX 76011 | 1-800-275-2084 | rsimga.com #RSIdifference