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The Life Insurance Client Notebook is made for agents who want a simple way to keep their client information organized and all in one place. With space for 100 clients, each page gives you room to write down the information you need during a call or appointment, including contact information, birth date, beneficiaries, health history, medications, tobacco use, coverage information, and notes. Instead of using random sheets of paper or trying to remember where you wrote something down, you can keep everything together in one notebook. The 7 × 10 size gives you plenty of room to write while still being easy to carry to appointments or keep at your desk. Made for life insurance agents who want to stay organized, take better notes, and have their client information in one place.
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