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5-5-5 Data Request

Turn “That Awkward Ask” Into a Confident Conversation

Help your clients see the value in their own data — and get the 5-5-5 documents without the stress.

5-5-5DateRequest-HowTo

Confidently Ask for What You Need

Asking for loss runs and audit data doesn’t have to feel like walking a tightrope.
Most clients don’t even realize this information belongs to them — or how much it impacts their insurance strategy.

We’ll help you:

  • Reframe the request so it feels empowering, not intrusive
  • Use clear, client-friendly language
  • Provide ready-to-use tools that make “the ask” quick and easy
Audit Concept. Word on Folder Register of Card Index. Selective Focus.
Captive Coalition

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