Vendor Management Templates Built for Insurance Agents

VENDOR EVALUATION - [VENDOR_NAME]\n\n📋 VENDOR INFORMATION\nCompany Name: [VENDOR_NAME]\nContact Person: [NAME_AND_TITLE]\nAddress: [FULL_ADDRESS]\nPhone/Email: [CONTACT_DETAILS]\nWebsite: [URL]\n\n💼 BUSINESS OVERVIEW\nYears in Business: [NUMBER]\nNumber of Employees: [SIZE]\nAnnual Revenue: $[AMOUNT]\nKey Clients: [MAJOR_CUSTOMERS]\nCertifications: [RELEVANT_CERTIFICATIONS]\n\n⭐ EVALUATION CRITERIA\nQuality (Weight: 30%)\n  • Product/Service Quality: [SCORE_1-10]\n  • Quality Control Processes: [SCORE_1-10]\n  • Defect Rate History: [PERCENTAGE]\n\nCost (Weight: 25%)\n  • Competitive Pricing: [SCORE_1-10]\n  • Total Cost of Ownership: [SCORE_1-10]\n  • Payment Terms: [EVALUATION]\n\nDelivery (Weight: 20%)\n  • On-time Delivery Rate: [PERCENTAGE]\n  • Lead Times: [EVALUATION]\n  • Flexibility: [SCORE_1-10]\n\nService (Weight: 15%)\n  • Responsiveness: [SCORE_1-10]\n  • Technical Support: [SCORE_1-10]\n  • Account Management: [SCORE_1-10]\n\nFinancial Stability (Weight: 10%)\n  • Credit Rating: [RATING]\n  • Financial Health: [ASSESSMENT]\n  • Business Continuity: [SCORE_1-10]\n\n📊 OVERALL SCORING\nWeighted Score: [TOTAL_SCORE]/10\nRecommendation: [APPROVE/CONDITIONAL/REJECT]\nRationale: [EXPLANATION_OF_DECISION]\n\n📝 NEXT STEPS\n[ACTION_ITEMS_AND_TIMELINE]

INSURANCE AGENTS VENDOR MANAGEMENT TEMPLATES

Hello [CLIENT_NAME],

I hope this message finds you well.

Key Details:
• [IMPORTANT_ITEM_1]
• [IMPORTANT_ITEM_2]
• [IMPORTANT_ITEM_3]

Please find the requested information below.

Please let me know if you have any questions.

Best regards,
[YOUR_NAME]
Professional