Daily report insurance Daily Report Insurance Name*Select OneJeff HillockBarbara JetmoreEmail 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 DayList Of clients were saving money for.*First NameLast NameMonthly SavingsStatusNext Action to Be TakenNext 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 ClosedGoal 4 Per day or 20 Per week.List Of ClosingsFirst NameLast NameHome or Auto or Home/AutoTotal PremiumCarrier Renewals CalledFirst NameLast NameHome or Auto or Home/AutoTotal PremiumCarrierRenewal DateNote about call. Auto Dealer VisitsFirst NameLast NameDealershipCityFlyer/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 RefComments Share this:TwitterFacebookLike this:Like Loading...