Monday Reporting Meetings
Every Monday (except for Holidays) we have our Nationwide Reporting Meeting. Attendance is necessary if you want to continue to participate in the lead program.
Accurate reporting on Monday mornings is essential. These numbers drive our training, coaching, and ability to help you increase your income. The information you submit directly impacts the guidance and support you receive.
Below is a breakdown of the required metrics. Review each definition carefully and ensure all entries are accurate. The most common reporting errors occur with target premium, annualized premium, and appointments on the books. Read each description thoroughly before submitting your report.
If you are correctly maintaining your weekly achievements sheet then putting these numbers together will be very simple. You can CLICK HERE to learn about Weekly Achievements Sheets.
Sales – This is how many sales you made this past week. Time period is Monday meeting – Monday meeting.
Presentations – This is how many presentations you gave this past week.
Submits – How many applications you submitted last week.
Target Premium – This is the annualized premium of all your submits.
Sets – This is how many appointments you set on the phone last week.
Deliveries – This is how many deliveries you made last week.
Lead Source – What are the sources of your sales? HOT, CPR, TC, Referrals or OTHER
On the Books – This is important. This is not how many you set last week. But how many appointments you could have possibly gone on last week. We use this number to track your come through ratio. We will see how many possible appointments you could have gone on and also look at how many presentations you gave. We can find out how many fell though and how many come good.
Referrals – How many referrals did you get last week
Trusts - How many trusts did you sell last week
Annuities - Total Premium of all annuities sold last week.