Daily report insurance

Daily Report Insurance

Name*
Email ISP*
Date Of Activity*
Date Format: MM slash DD slash YYYY
Applications*
Goal 60 Per Week, Goal 12 Per Day. Minimum Saving Money = 3 Per Day.
Saving Money For:*
Out of the applications taken, how many of them are you saving money for. GOAL 18 Per Week or 3+ Per Day
List Of clients were saving money for.*
First Name Last Name Monthly Savings Status Next Action to Be Taken Next Action TBT Date

Of the clients we are saving money for, please complete 1 row for each one. Name, status, next action date, next action, If none, please note 'None' in each field for 1 row. Remember your goal/job is to generate clients who are saving money. TO ADD ADDITIONAL ROWS CLICK THE PLUS BUTTON TO THE RIGHT OF THE LAST COLUMN.
Proposal Calls*
Proposals Made*
Goal 12 Apps Per day or 60 Per week.
Customers Closed*
Goal 10 Customers Closed For Week. Goal 2 Customers Closed Per Day.
Items Closed
Goal 4 Per day or 20 Per week.
List Of Closings
First Name Last Name Home or Auto or Home/Auto Total Premium Carrier
Renewals Called
First Name Last Name Home or Auto or Home/Auto Total Premium Carrier Renewal Date Note about call.
Auto Dealer Visits
First Name Last Name Dealership City Flyer/note
Total Homeowners*
How many homeowners did you speak with for the daily reporting period?
List Of Homeowners*
Phone Number

Input the phone number of ALL the homeowners you spoke to for the reporting period. If they are not homeowners do not include them here.
Cumulative Monthly Sales*
What is the 6 Month Auto Premium and 12 Month Auto Premium sold so far this month. Please provide the cumulative amount.
Mortgage Ref*
Life Ref
Comments

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Comments
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First Name	Last Name	Monthly Savings	Status	Next Action to Be Taken	Next Action TBT Date

First Name	Last Name	Home or Auto or Home/Auto	Total Premium	Carrier

First Name	Last Name	Home or Auto or Home/Auto	Total Premium	Carrier	Renewal Date	Note about call.

First Name	Last Name	Dealership	City	Flyer/note

Daily Report Insurance

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