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Lewantowicz Team Weekly Activity Tracker
*
Indicates required field
Name
*
First
Last
Email
*
Personal Production Numbers
Weekly # Appointment Dials
*
Number of times you dialed the phone and it rang, no matter if you talked to anyone or not.
# of Contacts
*
After you dialed, the number of times you connected with someone with a vested interested on the lead. i.e. spouse, partner, adult child living with parent etc
# Appointments set
*
# Appointments sat
*
The number of families you sat with and presented numbers to.
# of families helped
*
# of life applications submitted
*
Annualized life premium $
*
# Annuity Green Sheets
*
Annuity/SPWL Premium Submitted $
*
# ERS/Referrals
*
ERS (Emergency Response System)
Recruiting Activity
# Interviews completed
*
# Fastracs Completed
*
# People contracted
*
# People registered for class
*
Lead investment total for the week
*
Deposits total for the week
*
Submit
Home
Family Protection
Our Partners
Career Opportunities
The Advantage
TFN Blog
Videos
About Us
Contact Us
Privacy Policy
COVID 19
Agent Login
Carrier Contracting Instructions
Agent Login - Initial Training
Additional Training