PS&F Employees | Placemat Presentation Request Form

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Your Information

Name*

First Last

Email*

Prospect & Meeting Information

Prospect Name*

Prospect Website*

Prospect Potential Revenue*

Presentation Material Department

Commercial

Employee Benefits

Commercial & Employee Benefits

Meeting Date*

Timeline for placemats is 5 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

Format*

Digital

Hybrid [Print & Digital]

How many printed copies will you need?*

PS&F Overview & General Information

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View Sample Base Placemats

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View Placemat Module Book

Placemat base and customization:*

Use standard placemat example as is. Swap out header image and logo only.

Use standard placemat example with additional customization.

Use specific company as base swap header image and logo only.

Use specific company as base with additional customization.

I need a completely new and customized placemat.

Name of placemat or company to use as base:*

Which standard placemat would you like to use?*

Placemat Customization

Do you want to include an agenda?*

Yes

Agenda Items

Please list your agenda items in order. Use the plus symbol on the right to add more items.

List

General PS&F Overview Information

Choose all that you would like to include.

Why Section

How We Are Different

How We Work Graphic

Service Areas

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

P&C Modules

Specialty 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)

Include Sample Service Timeline*

Yes

Renewal Date*

Month

Day

Year

List up to 3 to 5 maximum additional modules that you would like to include in order of importance Use the Standard Placemat Module Book as a guide.
NOTE: Depending on quantity and which modules chosen, not all may fit on the placemat.

Additional Modules

Additional Comments/Suggestions

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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