P&C First Meeting Deck
Property & casualty first-meeting presentation for commercial prospects.
02First Meeting Decks
The standard Kapnick first-meeting presentations. Open the latest version, save a copy, and tailor it to your prospect. These always point to the current file in the SE Toolbox, so you never grab an old version.
EB First Meeting Deck
Employee benefits first-meeting presentation.
Tip: Download or use File → Save a copy before editing, so the master deck stays clean for everyone.
Decks open in SharePoint and need your Kapnick Microsoft sign-in. Trouble opening one? Email carter.meyer@kapnick.com.