Agents Performance Monthly Review

Dear {agentName},

Each month is an opportunity to pause, reflect, and refocus. Take a few minutes to review your achievements, measure your results against your goals, and plan the steps that will help you exceed your targets in the month ahead.

Before completing this Monthly Review, please ensure your activities and income data are up to date:

1. Update your goals and activities:
Ricky Rampersad Branch – Agent Management Portal

2. Review your commission and income details:
Guardian Life Agent Portal

Once both are updated, complete this review honestly and thoughtfully. Your insights help your manager provide the right guidance, support, and recognition as we continue to build excellence across our branch.

Your consistency, honesty, and drive are what define your success — and together, we’ll make this month stronger than the last! 

Regards,

Branch Manager

Ricky Rampersad

 

Let's now work out the activities Last Month, this can be extracted from your Agent Portal and should extract the data from your activities for last Month under the performance tab of your SalesPal.

Dear {agentName86},

Lets Review Last Month's Performance

 

	Leads	Calls	FF	CI	Income	Apps	API
Projections	{leadsProjected}	{callsProjected}	{factFinds240}	{closingProjected}	{incomeEarned}	{appsProjections}	{apiProjected}
Acvhieved	{leadsAchieved}	{callsAchieved}	{factFinds}	{closing}	{incomeEarned242}	{appsAchieved}	{apiAchieved}
Varience	{leadsVariance}	{callVariance}	{factFind}	{closingVariance}	{incomeVariance}	{appVariance}	{apiVariance}

Dear {agentName86},

Your Adjusted Performance this month from the data and adjustments made are as Follows

 

Activities Needed	Leads	FF	CI	Income
Projections Monthly	{leadsNeeded}	{factFinds270}	{closingInterviews}	{soTotal}

{agentName86},

 

Lets now deal with your personal Development, Lets Hear what was done last Month?

{agentName86}

As you conclude this form, we'd like to thank you for your dedication and commitment. Remember, your journey with us is not just about achieving targets; it's about growing professionally and personally.

We are here to support you every step of the way. Let's make this year a remarkable one, filled with success, growth, and fulfillment. Looking forward to an incredible journey together!

Ricky Rampersad 

Branch Manager