Price: $19.99
(as of Sep 22, 2024 00:20:55 UTC – Details)
Success Planner is the ideal 12-month planner for an insurance agent. Keep track of your appointments throughout the year and on a daily basis. Track your numbers daily, weekly, and monthly. Don’t forget to call your clients back, and keep them on your follow-up list. Goals are essential, if it’s not written down, they are not goals, simply a dream.
Un-dated with 5 weeks for each month to track activity.
Monthly – Calendar, Goals, To-do, Follow-ups, Recruiting & Notes
Prior month’s Appts, Sits, Sales, AP, and Leads Spend.
Current Completed Month’s Appts, Sits, Sales, AP, and Leads Spend.
ALSO, a client list for the month to keep track of sales. Includes Date, Coverage, Client’s Name, Carrier & Product, Policy Number, and Premium.
Weekly – You are able to see your appointments all in one place. Follow-ups, Notes, and Weekly Appts, Sits, Sales, AP and Lead Spend,
Daily – Daily Appointments from 8:00 AM – 8:00 PM. Daily tracker for Appts, Sits, Sales, and AP.
From the Publisher
A look inside in the planner
Monthly view and Weekly View
ASIN : B0B2TF69V9
Publisher : Independently published (June 2, 2022)
Language : English
Paperback : 147 pages
Item Weight : 15.8 ounces
Dimensions : 8.5 x 0.34 x 11 inches
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