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Agenda 7/21/04

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Agenda 7/21/2004

Minutes 7/21/2004

 

  1. Direct Mail
    1. Steve has ordered approx. 1,200 names of Casualty Brokers in the South Bay area at 15c each $180, from JART Direct Mail
    2. Need to develop brochures, letters
    3. Envelopes
    4. 1st Class or Bulk
    5. Telephone Contact

  2. CE Credits
    1. Costs
      1. $64/hour of CE
    2. Completion of the Application for CE from DOI
      1. Getting the information from our speakers
      2. Rescheduling John Kent Esq. on Disability/Workers Comp. Issues

  3. Change Meeting Location or Time?

  4. How to contact those in CPCU and IIA Classes
    1. We have a list from National of about 10 CPCU Candidates and maybe 20 IIA Candidates
      1. It= s a one time list
    2. See # I above

  5. National Convention
    1. Marshals

  6. Other ways to attract more attendance?

 

Minutes of 7/21/04 meeting

CPCU - Chartered Property and Casualty Underwriters

Joe Pecot has ACTUAL books in his hand.  

 

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