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  • Success Planner: Kamis Jumat Sabtu Minggu Senin Selasa Rabu

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    Catherine Jeane
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    This document appears to be a weekly activity review and schedule for an insurance agent. It includes a table with the agent's name, planned activities and results for each day of the week. There are also sections to review the agent's weekly activities, performance and development, with metrics on things like number of client meetings, sales targets and referrals. The document is signed by both the agent and their leader.

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    Success Planner (TEMPLATE)

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    This document appears to be a weekly activity review and schedule for an insurance agent. It includes a table with the agent's name, planned activities and results for each day of the week. There are also sections to review the agent's weekly activities, performance and development, with metrics on things like number of client meetings, sales targets and referrals. The document is signed by both the agent and their leader.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    45 views4 pages

    Success Planner: Kamis Jumat Sabtu Minggu Senin Selasa Rabu

    Uploaded by

    Catherine Jeane
    This document appears to be a weekly activity review and schedule for an insurance agent. It includes a table with the agent's name, planned activities and results for each day of the week. There are also sections to review the agent's weekly activities, performance and development, with metrics on things like number of client meetings, sales targets and referrals. The document is signed by both the agent and their leader.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 4

    Bulan Minggu Tahun

    Nama Leader SUCCESS PLANNER T/tangan Leader

    Nama Agen
    JADWAL AKTIVITAS MINGGUAN
    T/tangan Agen
    (WEEKLY ACTIVITY REVIEW)

    KAMIS JUMAT SABTU MINGGU SENIN SELASA RABU


    Waktu ( / / ) ( / / ) ( / / ) ( / / ) ( / / ) ( / / ) ( / / )

    NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL

    8.00
    9.00 agus
    10.00 agus Appointment Appointment

    11.00
    12.00
    13.00
    14.00
    15.00
    16.00
    17.00
    18.00
    19.00
    20.00
    21.00
    22.00

    REVIEW AKTIVITAS AGEN REVIEW KINERJA AGEN REVIEW PENGEMBANGAN AGEN WAR:

    Weekly Activity Review


    Min. Plan Hasil Min. Plan Hasil Min. Plan Hasil (Success Planner)
    Approach (Ap) 30 0 0 No. of cases 1 WAR 1 kali / minggu MPR:

    Appointment (A) 20 1 1 FYAPE 10 juta MPR 1 kali / bulan (akhir bulan) Month-end Performance Review

    Presentation (P) 10 0 0 Case size 10 juta JFW 1 kali / minggu JFW:

    Closing (C) 1 0 0 Referrals 10 Training Joint Field Work

    Follow-Up (F) If any from last week 0 0 BOP 1time/month 1 1


    Bulan Minggu Tahun

    Nama Leader

    Nama Agen

    KAMIS JUMAT SABTU


    Waktu ( / / ) ( / / ) ( / / )

    NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL

    8.00

    9.00 A Appointment Presentation

    10.00

    11.00 B Appointment FollowUp

    12.00 F Presentation Closing G Appointment Presentation

    13.00

    14.00 E Appointment Presentation

    15.00 H Presentation Closing

    16.00

    17.00

    18.00 C Presentation FollowUp D Presentation FollowUp I Appointment FollowUp

    19.00

    20.00

    21.00

    22.00

    REVIEW AKTIVITAS AGEN REVIEW KINERJA AGEN

    Min. Plan Hasil Min.


    Approach (Ap) 30 0 0 No. of cases 1
    Appointment (A) 20 11 0 FYAPE 10 juta
    Presentation (P) 10 4 7 Case size 10 juta
    Closing (C) 1 0 4 Referrals 10
    Follow-Up (F) If any from last week 0 4 BOP 1time/month
    SUCCESS PLANNER T/tangan Leader

    JADWAL AKTIVITAS MINGGUAN


    T/tangan Agen
    (WEEKLY ACTIVITY REVIEW)

    MINGGU SENIN SELASA RABU


    ( / / ) ( / / ) ( / / ) ( / / )

    NAMA PLAN HASIL NAMA PLAN HASIL NAMA PLAN HASIL NAMA

    K Appointment Presentation

    L Appointment Presentation

    N Appointment Presentation

    J Appointment Presentation

    O Appointment Closing

    M Appointment Closing

    REVIEW KINERJA AGEN REVIEW PENGEMBANGAN AGEN WAR:

    Weekly Activity Review


    Plan Hasil Min. Plan Hasil (Success Planner)
    WAR 1 kali / minggu MPR:

    MPR 1 kali / bulan (akhir bulan) Month-end Performance Review

    JFW 1 kali / minggu JFW:

    Training Joint Field Work


    RABU
    ( / / )

    PLAN HASIL

    h-end Performance Review

    Field Work

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