Worksheet

Lapse watch list

A one-page weekly list. Columns: client, policy number, insurer, premium amount, due date, grace end date, days left, last debit result, call owner, call outcome and cleared date. A top strip shows the week’s count of policies inside grace, returned debits and calls made, so a manager can read the week in ten seconds. A bottom block lists revivals in progress.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Life insurance advisor lapse prevention: spotting at-risk policies”, www.gullysystem.com/blog/life-insurance-advisor-lapse-prevention-spotting-at-risk-policies