Worksheet

Weekly premium due list

A sheet listing every policy due in the coming week with client, advisor, mode, amount, reminder sent, payment received and next call. Build it for one week from your diary. Policies without a reminder date show where follow-up is missed.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Track Life Insurance Premium Due Dates and Policyholder Follow-Ups”, www.gullysystem.com/blog/life-insurance-premium-due-date-tracking-and-follow-up-guide