TNV Group Training
    AmeriPlan® USA

  

Insurance Agent Training and

      Group Employee Programs
 

 

Create a log to track your clients to include the following information

Date Company & Address Phone Decision Maker Name Notes Action Taken Follow-up Tasks F-U Date # Employees Gatekeeper Name and Contact Info Material Sent Action

Date of Contact
Company & Address
Co. Phone #'s
Decision-Maker
Notes
Action Taken, Follow-up tasks,
F/up Date
#Emp
Rec/Gatekeeper
Contact Info
Material sent
Action

 

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