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TFG Weekly Activity Report
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Email
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example@example.com
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Date of Report
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Date
Month
Day
Year
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3
First and Last Name
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Have you been working with us less than 2 years?
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5
Are you reporting your first application?
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6
Agency
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Alleman Agency
Andershock Agency
Bender Agency
Bules Agency
Burrows Agency
Byrd Agency
Chang Agency
Crause Agency
Dorvil Agency
Fitz Agency
Jackson Agency
Lampe Agency
Long Agency
Luna Agency
McGill Agency
Meimarides Agency
Morice Agency
Perez Agency
Prophil Agency
Rodriguez Agency
Rollins Agency
Scheitlin Agency
Tu Agency
Wainwright Agency
Walker Agency
Williams Agency
Wilson Agency
Yeakey Agency
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7
Recruiting
*
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Interviews Booked
Sits
FasTracts
Referrals
New in School
Contracts
Assisted with First Apps
Numbers
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Numbers
Interviews Booked
Row 0, Column 0
Sits
Row 0, Column 1
FasTracts
Row 0, Column 2
Referrals
Row 0, Column 3
New in School
Row 0, Column 4
Contracts
Row 0, Column 5
Assisted with First Apps
Row 0, Column 6
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8
Sales
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* Medicare Applications are reported as Life Applications. The premium reported for Medicare applications = the anticipated commission on that application.
Dials/Texts
Contacts
Appointments Booked
Sits
Total # of Applications
Referrals
# of Life Applications
Total Life Annual Premium
# of Annuity Applications
Total Annuity Face Amount
Numbers
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Row 0, Column 7
Row 0, Column 8
Row 0, Column 9
Numbers
Dials/Texts
Row 0, Column 0
Contacts
Row 0, Column 1
Appointments Booked
Row 0, Column 2
Sits
Row 0, Column 3
Total # of Applications
Row 0, Column 4
Referrals
Row 0, Column 5
# of Life Applications
Row 0, Column 6
Total Life Annual Premium
Row 0, Column 7
# of Annuity Applications
Row 0, Column 8
Total Annuity Face Amount
Row 0, Column 9
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9
I'd like to be in the Money Chair on the DCC for direct coaching.
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10
Type a question
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11
What is your #1 question for this week's Daily Coaching Call panel?
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Please verify that you are human
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