Benchmark Business Group

sample agenda for gathering referrals

July 8, 2013

Meeting Agenda for (insert client name[s] and date here)

To help ensure we cover the necessary information during our time today we have developed this agenda so that you know what we will be covering and have a place to jot down any comments, concerns, or questions you may have.

Today we will be reviewing coverage’s for –

Property

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Auto

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Life/investments

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Discuss agency marketing

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