Value Added Service Schedule for Client

ABC Company, Inc.

January	February	March
Newsletter Our Goals for the New Year	Newsletter Cross-sell review	Newsletter Driver Safety Program Account Review
April	May	June
Safe Lifting Program Client Roundtable Newsletter Mid-term Review	Newsletter Client Survey	Newsletter Charity Golf Outing
July	August	September
Newsletter Conduct Safety Visit Insuring the College Student Client Roundtable	Newsletter Client Picnic	Newsletter Smoke Detector Reminder
October	November	December
Newsletter Safe Lifting Program Client Roundtable Newsletter	Newsletter Safe Shopping and Identity Theft Workshop	Newsletter Holiday Card Winter Driving Tips Booklet
Other Initiatives: Work with carrier and client to create needed risk management program templates. Conduct specialized awareness training for other product lines. Establish safety check list. Create and supply accident-reporting kits for vehicles. Send weekly “Hot Topic” emails to clients. Discuss Office in the Home program. Update all on home price comparisons Maintain clipping file and forward as appropriate. Request referrals. Update and rehearse crisis management plans.