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

With this book, you’ll learn to master the art and science of financial services sales and take your success to a higher level. Using the One Card System, you’ll be guided step-by-step on how to: • Become the one and only trusted advisor for your clients. • Effectively manage time and relationships in an increasingly complex and competitive market. • Capture 40% of deferred business, increase case size and obtain quality referrals. • Continually find and acquire new, dedicated clients.

The key to establishing and maintaining profitable, long-term client relationships is the ability to achieve a comprehensive fact-finding interview. In this book, you’ll not only learn why it’s important and how to conduct the fact-finding interview, but also proven techniques for gathering client information and preparing solutions that will motivate your prospects to take action.

The OCS File Box is used to organize your OCS Yellow Suspect cards and White Prospect cards. With a capacity of more than 1,000 cards, you can effectively manage your long-range communications with suspects, prospects, and clients. The file kit keeps critical data at your fingertips with easy access to the information you need to maximize your sales and quickly build your client list.

Everything you need to replenish your One Card System for continued client-building success! The refill kit includes a new supply of Control Books (18), a Success Manual, and enough Yellow Suspect cards (800) and White Prospect cards (200) to keep growing your client list for another year.

Web-based instruction that focuses on providing producers the information needed to quickly implement, and succeed with, the One Card System.

CD version of OCS instruction that focuses on providing producers the information needed to quickly implement, and succeed with, the One Card System.

The Online CAM takes the data collected in your OCS Annual Planner and analyzes overall business efficiencies and ratios to help producers build and grow strong sustainable client relationships. With powerful reporting features, the Online CAM also helps managers stay on top of the business generated by individual producers, groups of producers, or the agency or company as a whole. • Easily export data into Excel, Access, and Acrobat. • Coaching Corner with useful tips and online help. • Ability to analyze data by week, month, quarter or year.

Everything you need to replenish your One Card System for continued client-building success! The refill kit includes the popular OCS Annual Planner and enough Yellow Suspect cards and White Prospect cards to keep growing your client list for another year.

All you need to get started using the original Control Books and Success Manual in place of the OCS Productivity Planner. Kit includes: Building a Financial Services Clientele instruction guide, Success Manual, Control Books (18), OCS Essentials Resource CD-ROM, One Thousand Clients book, OCS File Box with Index Tabs, Yellow Suspect Cards (800), and White Prospect Cards (200).

Keep monthly sales activity organized through the use of the OCS Control Book. You’ll receive 18 books that will enable you to maintain an ongoing plan six months ahead. Compact size (4” x 7.5”) makes them easy to carry and the proven monthly planning format makes it easy to conduct your phone and appointment activities.

Everything you need to succeed with the One Card System in identifying prospects and turning them into long-term loyal clients who turn to you as their trusted advisor. The starter kit incorporates activity management, customer relationship management, and needs-based selling into one convenient, easy-to-use system. Kit includes: • OCS Annual Planner • Building a Financial Services Clientele book • OCS Essentials: Producer Training CD-ROM • One Thousand Clients book • Yellow Suspect Cards (800) • White Prospect Cards (200) • OCS File Box with Index Tabs