COI Marketing Introductory Survey

Assurex COI Marketing
Name: 


  1. 1. Who are your best COI’s?
    Financial Planner / Wealth Manager
    Mortgage Broker
    Realtor
    CPA
    Networking Groups
    Internal Agency Leads
    Other Insurance Agents (outside of your firm)
    Existing Clients
    Other


  1. If you answered Other above, please describe


  1. Of the COI's selected, what percentage of your new business comes from each?


  1. How do you meet / get introduced to new COI's


  1. Do you track where referrals come from? Describe


  1. How do you encourage referrals from COI's? Describe any unique programs, initiatives or tools provided.


  1. What strategies / plans do you implement to stay top of mind with existing COIs?





Dave