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OverviewThe Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations, and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion. Your annual planner will help you with: Annual goal setting process - create a time-tested plan proven to deliver results. Monthly planning process -month-at-a-glance format ensures you stay on track with required weekly and daily activities. Weekly client-building activities - focus on the activities that will make a difference in growing your client base, and your production levels. Production records - effortlessly chart results and monitor progress toward meeting monthly and annual goals. Monthly Success Manual spreadsheets - a convenient way to record and track your qualified suspects, closing interviews, business submitted to your carriers, and cases opened. Daily and Monthly Business Expenses pages - keep expense records organized and readily available for expense reports or tax purposes. Full Product DetailsAuthor: Al GranumPublisher: National Underwriter Company Imprint: National Underwriter Company ISBN: 9781949506105ISBN 10: 194950610 Pages: 192 Publication Date: 01 November 2018 Audience: General/trade , General Format: Spiral bound Publisher's Status: Active Availability: In stock We have confirmation that this item is in stock with the supplier. It will be ordered in for you and dispatched immediately. Table of ContentsReviewsAuthor InformationTab Content 6Author Website:Countries AvailableAll regions |