Client Tracker: Final Expense Insurance Agent Client Tracking Tool Baixar grátis

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Client Tracker is an essential tool for all tele sales life insurance agents! We all know its not always a one call close, stop using old notebooks and keep organized with a client book in dated order!

  • 120 page client tracking book
  • Incudes all the necessary details for an insurance application- name, date, dob/age, ht/wt, tobacco, beneficiary, current coverage, final wishes, health/medical, carrier info, quotes, outcome, social, banking info, notes- so that you never miss an important question, and never forget that Mary's dogs name is Bruce!
  • Perfect tool for follow ups and note taking
  • Bonus pages to keep track of Licenses, NPN, and important carrier information
  • Leads never expire, people's situations change over time- keep following up until you get a no!

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Encadernação Client Tracker: Final Expense Insurance Agent Client Tracking Tool:Capa Comum
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