The OCS Annual Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointments, presentations and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion.
- Week-at-a-glance planning pages with space for telephone and presentation planning, client birthdays, expenses, mileage, and weekly results.
- Month-at-a-glance planning pages for notes, goals and priorities.
- Production record to track submittal business, effective policy dates, company production credits and fee-based income, MDRT credit earned and MDRT credit left to achieve.
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