Looking Ahead

The complete agent-planning tool
5/pack

 

$22.50
PRICE BREAKS - The more you buy, the more you save
Quantity 20+
Price $17.50

Field managers use this comprehensive planning tool to plan, evaluate, control, and analyze every aspect of the producer's job.

Looking Ahead covers

  • The producer's personal financial goals for the coming year
  • Monthly and weekly activity requirements to achieve goals
  • Self-improvement plans
  • Prospecting (a thorough inventory of prospects and centers of influence, nests to develop, and policyowners to see)
  • Record-keeping for every aspect of the sales process, from seen calls to sales results and call-close ratios

Producers also use Looking Ahead to schedule and record direct mailings. Records can be kept for life insurance and three other lines of business. Undated for flexibility.