Marketing Summaries
Your Wholesaler Should Keep You Informed
You should expect more from your wholesaler. Ethos' marketing summaries make sure that you are informed every step of the way.
- Know which carriers have been submitted to
- Updated weekly so you always know the position of carriers for your opportunities
- Built into our system from the ground up, so you can count on it for every account, regardless of size
Example Marketing Summary
Carrier Submissions:
|
Carrier |
Disposition |
Comments |
|
CNA |
Declined By Carrier |
Due to venue. |
|
Admiral |
Proposal Offered |
|
|
Hudson |
Proposal Offered |
|
|
Aspen Insurance |
Indication Offered |
$3,500 |
|
Hallmark |
Additional Info Needed |
7 years currently valued loss runs and full description of services rendered on behalf of Kalaheo Wellness Center. |
|
Kinsale |
Proposal Offered |
|
|
MedPro Group |
Proposal Offered |
|
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