2007 property casualty insurers association of america volunteer outreach: pci pac chairman's...

© 2007 Property Casualty Insurers Association of America

Volunteer Outreach:PCI PAC

Chairman's Development Committee

Sarah Moe, Manager, Political Affairs, PCIJaxon A. White, Chairman, Medmarc

Insurance Group, & PCI PAC Chairman

November 7, 2007


How to get your members involved

Utilizing Your Board(s)Peer to Peer RelationsBenefits of Volunteers


PCI PAC Chairman’s Development Committee

Who? PCI PAC Board CEOs PCI Board of Governor’s CEOs Contributions Committee Members


Peer to Peer Contact… is the best.


Pay it Forward… to the PAC that is.



Good Volunteers Show Enthusiasm Leadership Support (Moral and Financial)



What? CEO’s and Executives “Dial-for-Dollars”


Important!! Volunteers must follow the rules too!Prior Authorization


Ways to match Volunteers with Targets

Geographic locationCompany typeCompany sizePersonal RelationshipProfessional Relationship


What to provide your volunteers:

Authorization statusPast contribution historyType of organization and

relevant historyContact information

Email, Telephone


PAC Materials to Provide Volunteers

Talking pointsElectronic Authorization FormElectronic Contribution FormDraft text for email follow up


Follow up with volunteers

Ask volunteers for feedback How did the calls go? Is there follow up to do?

Thank your volunteers Inform volunteers if contributions come in

from their target


Follow up with Targets

Let targets know you are following up on the call from “Mr. White with Medmarc”

Mail hard copies of Authorization, or Thank them for the Signed Authorization,

and Ask for a contribution or a pledge


Feedback can help others see your challenges

From: “Chairman’s Development Committee Member” Sent: 10/25/2007 04:29 PM ASTTo: Sarah MoeSubject: PCIAA PAC

Hi Sarah, I guess times have changed. You used to leave a message and people would call you back. Out of all the calls and messages I left, I got nothing except the one returned phone call from “John Doe”. I have never experienced this before. Are others having the same problem or is this common? I think it is rude! - “CDCM”


Benefits for Volunteers

Recognized as leaders Invitations to exclusive events

normally reserved for top contributors

Special Ribbons or Pins at events

2007 property casualty insurers association of america volunteer outreach: pci pac chairman's...

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