{"id":11001,"date":"2025-05-21T09:55:18","date_gmt":"2025-05-21T13:55:18","guid":{"rendered":"https:\/\/boxxinsurance.com\/us\/?page_id=11001"},"modified":"2025-05-21T09:55:49","modified_gmt":"2025-05-21T13:55:49","slug":"production-visit-summary","status":"publish","type":"page","link":"https:\/\/boxxinsurance.com\/us\/en\/production-visit-summary\/","title":{"rendered":"Production Visit Summary"},"content":{"rendered":"<script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof 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gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n\/* ]]> *\/\n<\/script>\n\n                <div class='gf_browser_gecko gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_1' style='display:none'><form method='post' enctype='multipart\/form-data'  id='gform_1'  action='\/us\/en\/wp-json\/wp\/v2\/pages\/11001' data-formid='1' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_1' class='gform_fields top_label form_sublabel_above description_above validation_below'><fieldset id=\"field_1_16\" class=\"gfield gfield--type-radio gfield--type-choice gfield--width-full gf_list_inline gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label' >Type of Client:<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_1_16'>\n\t\t\t<div class='gchoice gchoice_1_16_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_16' type='radio' value='Managing General Agent (MGA)'  id='choice_1_16_0' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_16_0' id='label_1_16_0' class='gform-field-label gform-field-label--type-inline'>Managing General Agent (MGA)<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_1_16_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_16' type='radio' value='Affinity \/ Retail'  id='choice_1_16_1' onchange='gformToggleRadioOther( this )'    \/>\n\t\t\t\t\t<label for='choice_1_16_1' id='label_1_16_1' class='gform-field-label gform-field-label--type-inline'>Affinity \/ Retail<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_1_1\" class=\"gfield gfield--type-select gfield_contains_required field_sublabel_above gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_1'>Brokerage Name:<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_1_1'>If &#8216;Other&#8217; is selected, please add the new Brokerage&#8217;s Name<\/div><div class='ginput_container ginput_container_select'><select name='input_1' id='input_1_1' class='large gfield_select'  aria-describedby=\"gfield_description_1_1\"  aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected' class='gf_placeholder'>Please begin typing brokerage name<\/option><option value='First Choice' >First Choice<\/option><option value='Second Choice' >Second Choice<\/option><option value='Third Choice' >Third Choice<\/option><\/select><\/div><\/div><div id=\"field_1_13\" class=\"gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_13'>Branch Selection:<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_13' id='input_1_13' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected' class='gf_placeholder'>Please select the appropriate branch<\/option><option value='First Choice' >First Choice<\/option><option value='Second Choice' >Second Choice<\/option><option value='Third Choice' >Third Choice<\/option><\/select><\/div><\/div><div id=\"field_1_14\" class=\"gfield gfield--type-select gfield--width-full field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_14'>Branch Region<\/label><div class='ginput_container ginput_container_select'><select name='input_14' id='input_1_14' class='large gfield_select'     aria-invalid=\"false\" ><option value='' selected='selected' class='gf_placeholder'>Please select the branch region<\/option><option value='First Choice' >First Choice<\/option><option value='Second Choice' >Second Choice<\/option><option value='Third Choice' >Third Choice<\/option><\/select><\/div><\/div><div id=\"field_1_15\" class=\"gfield gfield--type-select gfield--width-full field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_15'>Branch Address<\/label><div class='ginput_container ginput_container_select'><select name='input_15' id='input_1_15' class='large gfield_select'     aria-invalid=\"false\" ><option value='' selected='selected' class='gf_placeholder'>Please select the branch address<\/option><option value='First Choice' >First Choice<\/option><option value='Second Choice' >Second Choice<\/option><option value='Third Choice' >Third Choice<\/option><\/select><\/div><\/div><fieldset id=\"field_1_11\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_above gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Select the Meeting Attendee(s)<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='gfield_description' id='gfield_description_1_11'>Please choose the meeting attendee(s) from the names shown<\/div><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_1_11'><div class='gchoice gchoice_1_11_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.1' type='checkbox'  value='First Choice'  id='choice_1_11_1'   aria-describedby=\"gfield_description_1_11\"\/>\n\t\t\t\t\t\t\t\t<label for='choice_1_11_1' id='label_1_11_1' class='gform-field-label gform-field-label--type-inline'>First Choice<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_11_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.2' type='checkbox'  value='Second Choice'  id='choice_1_11_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_11_2' id='label_1_11_2' class='gform-field-label gform-field-label--type-inline'>Second Choice<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_11_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.3' type='checkbox'  value='Third Choice'  id='choice_1_11_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_11_3' id='label_1_11_3' class='gform-field-label gform-field-label--type-inline'>Third Choice<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_1_31\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--width-full field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Need to add a new Attendee?<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_1_31'><div class='gchoice gchoice_1_31_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_31.1' type='checkbox'  value='Add New Attendee'  id='choice_1_31_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_31_1' id='label_1_31_1' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_1_28\" class=\"gfield gfield--type-name gfield--width-full field_sublabel_above gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Add New Attendee<\/legend><div class='gfield_description' id='gfield_description_1_28'>Can&#8217;t find who you&#8217;re looking for? Add your additional meeting attendee here.<\/div><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_1_28'>\n                            \n                            <span id='input_1_28_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <label for='input_1_28_3' class='gform-field-label gform-field-label--type-sub '>First Name<\/label>\n                                                    <input type='text' name='input_28.3' id='input_1_28_3' value=''   aria-required='false'     \/>\n                                                <\/span>\n                            \n                            <span id='input_1_28_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' >\n                                                            <label for='input_1_28_6' class='gform-field-label gform-field-label--type-sub '>Last Name<\/label>\n                                                            <input type='text' name='input_28.6' id='input_1_28_6' value=''   aria-required='false'     \/>\n                                                        <\/span>\n                            \n                        <\/div><\/fieldset><div id=\"field_1_27\" class=\"gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_27'>New Attendee Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_27' id='input_1_27' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_1_9\" class=\"gfield gfield--type-email gfield--width-half field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_hidden\"  ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><label class='gfield_label gform-field-label' for='input_1_9'>Producer Email(s)<\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_9' id='input_1_9' type='email' value='' class='large'     aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_1_34\" class=\"gfield gfield--type-text gfield--width-half field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_34'>Producer Email Auto<\/label><div class='ginput_container ginput_container_text'><input name='input_34' id='input_1_34' type='text' value='' class='large'      aria-invalid=\"false\"   \/><\/div><\/div><fieldset id=\"field_1_25\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_above gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Select the BOXX Representative(s)<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='gfield_description' id='gfield_description_1_25'>Please choose the BOXX representative(s) from the names shown who should be notified of this visit.<\/div><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox gfield_choice--select_all_enabled' id='input_1_25'><div class='gchoice gchoice_1_25_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.1' type='checkbox'  value='christyn.yoast@boxxinsurance.com'  id='choice_1_25_1'   aria-describedby=\"gfield_description_1_25\"\/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_1' id='label_1_25_1' class='gform-field-label gform-field-label--type-inline'>Christyn Yoast, President<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.2' type='checkbox'  value='erik.tifft@boxxinsurance.com'  id='choice_1_25_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_2' id='label_1_25_2' class='gform-field-label gform-field-label--type-inline'>Erik Tifft, Head of Products<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.3' type='checkbox'  value='haydn.zhang@boxxinsurance.com'  id='choice_1_25_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_3' id='label_1_25_3' class='gform-field-label gform-field-label--type-inline'>Haydn Zhang, Director of Partnerships<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.4' type='checkbox'  value='gil.cujcuj@boxxinsurance.com'  id='choice_1_25_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_4' id='label_1_25_4' class='gform-field-label gform-field-label--type-inline'>Gil Cujcuj, Head of Distribution &#8211; West<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.5' type='checkbox'  value='jared.lewis@boxxinsurance.com'  id='choice_1_25_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_5' id='label_1_25_5' class='gform-field-label gform-field-label--type-inline'>Jared Lewis, Production Underwriter<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.6' type='checkbox'  value='jim.miller@boxxinsurance.com'  id='choice_1_25_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_6' id='label_1_25_6' class='gform-field-label gform-field-label--type-inline'>Jim Miller, Head of Distribution &#8211; East<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.7' type='checkbox'  value='jun.zhang@boxxinsurance.com'  id='choice_1_25_7'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_7' id='label_1_25_7' class='gform-field-label gform-field-label--type-inline'>Jun Zhang, Senior Production Underwriter<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.8' type='checkbox'  value='justin.uno@boxxinsurance.com'  id='choice_1_25_8'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_8' id='label_1_25_8' class='gform-field-label gform-field-label--type-inline'>Justin Uno, Production Underwriter<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.9' type='checkbox'  value='mcauley.banning@boxxinsurance.com'  id='choice_1_25_9'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_9' id='label_1_25_9' class='gform-field-label gform-field-label--type-inline'>Mcauley Banning, Production Underwriter<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_11'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.11' type='checkbox'  value='paige.stiefel@boxxinsurance.com'  id='choice_1_25_11'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_11' id='label_1_25_11' class='gform-field-label gform-field-label--type-inline'>Paige Stiefel, Head of Operations<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_12'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.12' type='checkbox'  value='sarah.douek@boxxinsurance.com'  id='choice_1_25_12'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_12' id='label_1_25_12' class='gform-field-label gform-field-label--type-inline'>Sarah Douek, Head of Cyber Underwriting<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_13'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.13' type='checkbox'  value='steven.haase@boxxinsurance.com'  id='choice_1_25_13'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_13' id='label_1_25_13' class='gform-field-label gform-field-label--type-inline'>Steven Haase, Head of Affinity Sales &amp; Strategic Partnerships<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_1_25_14'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_25.14' type='checkbox'  value='alex.tomaszewski@boxxinsurance.com'  id='choice_1_25_14'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_1_25_14' id='label_1_25_14' class='gform-field-label gform-field-label--type-inline'>Alex Test<\/label>\n\t\t\t\t\t\t\t<\/div><div class=\"gfield-choice-toggle-all\"><button type=\"button\" id=\"button_25_select_all\" class=\"gfield_choice_all_toggle gform-theme-button--size-sm\" onclick=\"gformToggleCheckboxes( this )\" data-checked=\"0\" data-label-select=\"Select All\" data-label-deselect=\"Deselect All\">Select All<\/button><\/div><\/div><\/div><\/fieldset><div id=\"field_1_26\" class=\"gfield gfield--type-email gfield--width-half field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_hidden\"  ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><label class='gfield_label gform-field-label' for='input_1_26'>BOXX Employee Email(s)<\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_26' id='input_1_26' type='email' value='' class='large'     aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_1_35\" class=\"gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_35'>BOXX Employee Email(s)<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_35' id='input_1_35' type='text' value='' class='large' maxlength='0'    aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_1_17\" class=\"gfield gfield--type-date gfield--input-type-datepicker gfield--datepicker-default-icon gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_17'>Date of Meeting \/ Visit<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_17' id='input_1_17' type='text' value='' class='datepicker gform-datepicker mdy datepicker_with_icon gdatepicker_with_icon'   placeholder='mm\/dd\/yyyy' aria-describedby=\"input_1_17_date_format\" aria-invalid=\"false\" aria-required=\"true\"\/>\n                            <span id='input_1_17_date_format' class='screen-reader-text'>MM slash DD slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_1_17' class='gform_hidden' 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