Daily report insurance

Daily Report Realtor Virtual Assistant

Email of Employee*
Date Of Activity*
MM slash DD slash YYYY
Section Break
Realtor Contact Attempts (NEW) (Phone)*
How many combined NEW realtors did you Call?
Realtors Contacted (NEW) (Phone)*
Of the Realtor Contact Attempts you made how many responded and/or did you reach or talk to?
Realtor Contact Attempts (NEW) (EMAIL)*
How many combined NEW realtors did you Email?
Realtors Contacted (NEW) (EMAIL)*
Of the Realtor Contact Attempts you made how many responded and/or did you reach or talk to?
Realtor Contact Attempts (NEW) (TEXT)*
How many combined NEW realtors did you Text?
Realtors Contacted (NEW) (TEXT)*
Of the Realtor Contact Attempts you made how many responded and/or did you reach or talk to?
List of Realtors appointments set*
First Name Last Name Appointment date With which MLO Next Action to Be Taken Next Action TBT Date

Of the realtors we spoke to, how many agreed for a meeting and subsequently an appointment has been set. Please complete 1 row for each Realtor. If none, please note 'None' in each field for 1 row. Remember your goal is to generate these appointments. TO ADD ADDITIONAL ROWS CLICK THE PLUS BUTTON TO THE RIGHT OF THE LAST COLUMN.
Realtor Contact Attempts (Follow Up)*
How many combined follow ups to realtors did you Call, Text, and Email?
Realtors Contacted (Follow Up)*
Of the Realtor Contact Attempts (Follow Up) you made how many responded and/or did you reach or talk to?
List of Realtors Contacted Follow Ups*
First Name Last Name Action Taken Belongs to MLO Next Action to Be Taken Next Action TBT Date

Please list the realtors we called and spoke to. Please complete 1 row for each Realtor. If none, please note 'None' in each field for 1 row. Remember your goal is to generate these appointments. TO ADD ADDITIONAL ROWS CLICK THE PLUS BUTTON TO THE RIGHT OF THE LAST COLUMN.
Title
Realtor Title calls made
Number of outbound calls
Realtor Title Contacts
Out of the calls made how many people did you talk to?
Realtor Title Appts Set
List of Realtors Appointments*
Realtor First Name Realtor Last Name Phone Email
Text messages sent
Text Message replies
Realtor Title Follow Up Calls made
Number of 2nd and subsequent follow up calls.
List of Realtors Follow ups made*
First Name Last Name Appointment date Next Next Action to Be Taken
Number of orders received
Dialer Stats
Log into the admin section with your user id and password and get the stats from the Agent Performance report for the Day of the report.
Time*
Pause*
Wait*
Talk*
Dispo*
Dead*
Customer*
Sum to equal Time reported
Contacts (Sale+NI+DNC)*
Sale*
Section Break
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Customers Closed*
Goal 10 Customers Closed For Week. Goal 2 Customers Closed Per Day.
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Items Closed
Goal 4 Per day or 20 Per week.
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List Of Closings
First Name Last Name Home or Auto or Home/Auto Total Premium Carrier
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Renewals Called
First Name Last Name Home or Auto or Home/Auto Total Premium Carrier Renewal Date Note about call.
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Total 'Time' on Velocity
Please goto velocity and get the sum of the am and pm report for 'Time' which is listed in minutes. E.g. if you see 360:35 for AM report and 120:12 for PM report you can report 480 in this field.
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Total 'Pause' on Velocity
Please goto velocity and get the sum of the am and pm report for 'Pause' which is listed in minutes. E.g. if you see 60:35 for AM report and 20:12 for PM report you can report 80 in this field. GOAL LESS THAN 30
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Total 'Talk' on Velocity
Please goto velocity and get the sum of the am and pm report for 'Talk' which is listed in minutes. E.g. if you see 300:35 for AM report and 100:12 for PM report you can report 400 in this field. GOAL 240
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Total Homeowners*
How many homeowners did you speak with for the daily reporting period?
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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.
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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.
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Mortgage Ref*
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Life Ref
Comments

First Name	Last Name	Appointment date	With which MLO	Next Action to Be Taken	Next Action TBT Date

First Name	Last Name	Action Taken	Belongs to MLO	Next Action to Be Taken	Next Action TBT Date

Realtor First Name	Realtor Last Name	Phone	Email

First Name	Last Name	Appointment date Next	Next Action to Be Taken

Daily Report Realtor Virtual Assistant

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Title

Dialer Stats

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