Descrição do livro
Assessment Notebook is a 264-page, 8.5×11 workbook designed for insurance agents to run their entire client pipeline on paper. It opens with a 12-week KPI tracker — each week is a two-page spread covering Monday through Saturday. Every day includes three call-session blocks with 100-dial tally circles, time and lead-type fields, and a Daily KPI sidebar for tracking goals: 300 dials, 10 booked appointments, 4 presentations, and 2 policies submitted, plus no-shows and a weekly summary. The rest of the book holds 120 client assessment entries, each a facing two-page spread. The left page captures the full client picture — contact details, health history, medications, tobacco use, employment and income sources, assets, banking, existing life insurance, housing, and beneficiaries — for up to two clients side by side. The right page provides ruled space for assessment notes, follow-ups, and coverage options, ending with policy details (carrier, premium, effective date), a thank-you card tracker, and status checkboxes: Protected, Quoted, Follow Up, or Declined Coverage. In one line: it's a complete field companion that takes an agent from the first dial to the closed policy — prospecting activity, client intake, and follow-through, all in one branded book.
Autores populares
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