CSB Weekly Stats

(simply enter agent phone number and system will find you)

Phone *

Did you have Final Expense activity this week? *

Yes

Final Expense Activity Data

Phone Appointments

Sits From Appointments *

Appointments Set *

Applications From Phone Appointments? *

Door Knocks

Number Of Total Door Knocks *

Door Knock No's At The Door *

Sits From Door Knocks *

Applications From Door Knocks *

Summary

Annual Premium *

Phone hours *

Field Hours *

Number Of Referrals *

Best Week Ever

FE Leads
(enter specific amount for each lead type then the total at bottom)

Yes

FE/Check Direct Mail

Medicare Leads

Total Leads Taken *

Comments/Challenges FE *

Did you have medicare activity this week? *

Yes

Medicare Stats

Medicare Sits *

New Client Medicare Enrollments *

Existing Client Re-Enrollments *

Comments/Challenges medicare *

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