Worksheet

Policy book import check sheet

A sheet holding a row for each family, with a column per field listed above. The desk ticks each field after checking it against the bond. Rows with an unticked due date stay off the reminder list.

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 “Mistakes Life Insurance Advisors Make When Moving Their Book to Software”, www.gullysystem.com/blog/mistakes-life-insurance-advisors-make-moving-their-book-to-software