Annuity – Business Tracking Sheet

How do you track the business you write?

Some producers I consult have very intricate systems to track safe money/annuity premium, life insurance, assets under management, private placements – everything! Their staffs have systematic processes of when to call, who to call and how to take notes every step of the way. It’s a well oiled machine.
And then (believe it or not) other producers I consult have literally nothing to track their pending and issued business! They’ll put pen to paper, send in an application and then call out to check on it only if it’s been an extraordinarily long time or if there’s a problem. And that system…is a problem.

So how do you track pending business?

So today I’m offering everyone access to a business tracking sheet forwarded onto me from a very successful financial advisor. It’s what he currently uses to track each case step-by-step thru the pipeline and then a second tab to total his production (by carrier) for the entire calendar year. If you want access, all you need to do is ask. No strings attached…

The more systematic you become in your business, the better (and more) you can help American retirees in their finances.

Implement and thrive.
MJN

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7 thoughts on “Annuity – Business Tracking Sheet

  1. Mr. Neuman,
    I would love to receive a copy of the business tracking sheet you are referencing. Thank you for offering!
    Ryan Woodruff

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