THE AGENT CALL — the two things to ask for, ten minutes

Agent: ____________________________   Date of call: __________

SAY THIS:
 "I want to understand what my comp is actually costing me.
  Two things.

  One: send me the worksheet behind my experience mod - the
  paperwork with the payroll and the claims it was built
  from. Not the number. The worksheet.

  Two: every open claim on my policy - the claim number,
  what the carrier is holding in reserve on it right now,
  and what it is waiting on to close.

  When can you have both to me?"

THEN ASK:
  "Which line on my declarations page does the mod apply to?"
  "Who is the adjuster on each open claim, and their number?"
  "Can we put thirty minutes on the calendar every quarter
   and go through the open ones together?"

WRITE IT DOWN:
  Worksheet promised by: __________   Landed: __________
  Open claims he named: ____   Reserve total $: __________
  My next move: ______________________  By: __________