Worksheet

Family and policy intake sheet

List every policy on one line and give it columns for the family, insurer, plan, premium mode, next due date and nominee. Fill fifty rows from your diary. The gaps and duplicates show how much cleaning the book needs before import.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Life Insurance Agency or Advisor Practice”, www.gullysystem.com/blog/how-to-automate-a-life-insurance-agency-or-advisor-practice