PS&F Employees | Capabilities/Audit Presentation Request

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Your Information

Name*

First Last

Email*

Prospect & Meeting Information

Prospect Name*

Prospect Website*

Prospect Potential Revenue*

The minimum potential revenue for capabilities presentations is $25,000. The minimum potential revenue for audit presentations is $35,000.

Please enter a number greater than or equal to 25000.

Is this a capabilities or audit presentation?*

Capabilities

Audit

Presentation Material Department*

Commercial

Employee Benefits

Commercial & Employee Benefits

Meeting Date*

Timeline for placemats is 10 business days depending on amount of customization. Printing will be completed on Tuesdays and Thursdays.

MM slash DD slash YYYY

Branding*

k.p.d.

Parker, Smith & Feek

Dual branded with IMA

IMA only

Format*

Digital

Hybrid [Print & Digital]

How many printed copies will you need?*

PS&F Overview & General Information

You must be logged into Egnyte to view the following.
View Sample Presentations

Do you have a previous capabilities/audit you would like to use as a base.*

Yes

Name of company presentation to use as base:*

TOC Items: Commercial

How We Are Different

Executive Summary

Team Chart

Client List

Practice Group Overview

Policy Overview

Named Insureds

SOV

Audit Findings

Exclusions

Claims Examples

Sample Annual Service Timeline

Standard Claims Services

Standard Data & Analytics Capabilities

Standard Risk Management Services

Standard Technology

Standard PS&F University

Other

TOC Items: Employee Benefits

How We Are Different

Executive Summary

Team Chart

Client List

Employee Benefits Overview

Program Findings

Broker Compensation Comparison

Standard Consulting Process

Standard Multi-Year Strategy

Standard Communications Capabilities

Standard Data Analytics Capabilities

Standard Benefit Compliance

Sample Compliance Calendar

Other

Please list additional information below.

Click the plus symbol on the right to add more.

Account Team

Please list your account team below, include titles. Click the plus symbol on the right to add more individuals.

List

Client List

If you would like to include a client list, add them to the box below. Place EACH client name on a NEW LINE.

INDICATE LIST OR LOGOS

Client List

P&C Specialty

Include Sample Service Timeline*

Yes

Renewal Date*

Month

Day

Year

Below is a preview of your information and selections.

Once you submit the form, you should receive a PDF with your selections. Please attach this PDF to your support ticket. YOU STILL NEED TO SUBMIT A SUPPORT TICKET.

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