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Capabilities/Audit Presentation Request Form
BETA VERSION
Step
1
of
3
33%
Your Information
Name
First
Last
Email
Prospect & Meeting Information
Prospect Name
Prospect Website
Prospect Potential Revenue
Presentation Material Resource
Placemat
Capabilities Book
Audit Book
View Placemat Module Book
View Sample Capabilities and Audit Presentations
Presentation Material Department
Commercial
Employee Benefits
Commercial & Employee Benefits
Meeting Date
Timeline for capabilities books: 5 to 8 business days Timeline for audit books: 8 to 10 business days
Printing will be completed on Tuesdays and Thursdays.
MM slash DD slash YYYY
Format
Digital
Print
How many printed copies will you need?
PS&F Overview & General Information
Do you want to include an agenda?
Yes
No
Agenda Items
Please list your agenda items in order. Use the plus symbol on the right to add more items.
List
Add
Remove
General PS&F Overview Information
Choose all that you would like to include.
Why Parker, Smith & Feek
How We Are Different
PS&F Global Reach
How We Work
Community Involvement
Service Areas
Account Team
Please list your account team below, include titles.
Click the plus symbol on the right to add more individuals.
List
Add
Remove
Commercial Practice Group
Select PG
Construction
Food Resources
Healthcare
Hospitality
Manufacturing
Marine
Professional Services
Real Estate
Other
Commercial Modules
Practice Group Overview & Metrics
Note: Not all Practice Groups currently have associated metrics.
Yes, include
complete
overview & metrics if available
Yes, include
condensed
overview & metrics if available
Do not include metrics
General
Contract Review
Alternative Risk Capabilities
PS&F University
Loss Control & Risk Management
Loss Control
Risk Control Services
Risk Control Process
Enterprise Risk Management
Claims & Data Analytics
Claims Management Services
Claims Metric Graphic
Claims Examples
Data Analytics
(full version)
Data Analytics
(condensed version)
Data Analytics
(bullet point version)
Workers' Compensation / IWORC
Workers' Compensation
(full version)
Workers' Compensation
(condensed version)
IWORC
(full version)
IWORC
(condensed version)
Technologies
DigitaLINK
(full version)
DigitaLINK
(condensed version)
CertLINK
Indio
Risk Management Center
(full version)
Risk Management Center
(condensed version)
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