© 2007 Property Casualty Insurers Association of America Volunteer Outreach: PCI PAC Chairman's Development Committee Sarah Moe, Manager, Political Affairs, PCI Jaxon A. White, Chairman, Medmarc Insurance Group, & PCI PAC Chairman November 7, 2007

© 2007 Property Casualty Insurers Association of America How to get your members involved  Utilizing Your Board(s)  Peer to Peer Relations  Benefits of Volunteers

© 2007 Property Casualty Insurers Association of America PCI PAC Chairman’s Development Committee  Who? PCI PAC Board CEOs PCI Board of Governor’s CEOs Contributions Committee Members

© 2007 Property Casualty Insurers Association of America Peer to Peer Contact… is the best.

© 2007 Property Casualty Insurers Association of America Pay it Forward… to the PAC that is.

© 2007 Property Casualty Insurers Association of America PCI PAC Chairman’s Development Committee Good Volunteers Show  Enthusiasm  Leadership  Support (Moral and Financial)

© 2007 Property Casualty Insurers Association of America PCI PAC Chairman’s Development Committee  What? CEO’s and Executives “Dial-for-Dollars”

© 2007 Property Casualty Insurers Association of America Important!! Volunteers must follow the rules too!  Prior Authorization

© 2007 Property Casualty Insurers Association of America Ways to match Volunteers with Targets  Geographic location  Company type  Company size  Personal Relationship  Professional Relationship

© 2007 Property Casualty Insurers Association of America What to provide your volunteers:  Authorization status  Past contribution history  Type of organization and relevant history  Contact information , Telephone

© 2007 Property Casualty Insurers Association of America PAC Materials to Provide Volunteers  Talking points  Electronic Authorization Form  Electronic Contribution Form  Draft text for follow up

© 2007 Property Casualty Insurers Association of America 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

© 2007 Property Casualty Insurers Association of America 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

© 2007 Property Casualty Insurers Association of America Feedback can help others see your challenges From: “Chairman’s Development Committee Member” Sent: 10/25/ :29 PM AST To: Sarah Moe Subject: 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”

© 2007 Property Casualty Insurers Association of America Benefits for Volunteers  Recognized as leaders  Invitations to exclusive events normally reserved for top contributors  Special Ribbons or Pins at events