Cincinnati Private Client School Application

Agent Information

Name:

Email Address:

Phone Number:

Agency Information

Agency Name:

Agency Code:

Personal Lines Field/Marketing Representative:

General Information

How long have you been employed at your agency?

Please describe your current job responsibilities?

Are you licensed to sell insurance? Choose... Yes No

Do you have any prior sales experience? Choose... Yes No

Do you have prior experience working with The Cincinnati Insurance Companies? Choose... Yes No

Please list any prior insurance training you have had?

Please describe your prior insurance sales experience, if none, please state "none":

What skills/knowledge do you want to obtain by attending this school?

What is your production goal with Cincinnati this year?

Who is your mentor or manager within your agency? This is a person who has an active interest in your development. Please provide us with some information about your mentor or manager.

Mentor/Manager Name:

Mentor/Manager Position in Agency:

Mentor/Manager Email Address:

How does your mentor/manager support you to develop sales leads?

Did your mentor/manager set production goals for you? Choose... Yes No

What skills does your mentor/manager want you to learn to increase your effectiveness?

Additional Information

What is your agency strategy for increasing the number of high net worth clients?

Is there any additional information yourself you feel is important for us to know?

By submitting my application, I am willing to share my email and phone contact information with other selected candidates.

SUBMIT