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.