SOURCES OF NAMES

A Family and friends

B People with whom you do business
C Known from past employment
D Known through spouse and children
E School Friends
F Neighbors/Church/Social Groups
G Newly married persons
H New parents
I New homeowners
J New job / Job location
K Existing clients / Policyowners / Orphaned clients
L Business market: Sole proprietors, partners, key persons
M Affinity groups
TOTAL NAMES

SUMMARY
21 - 30 pts HOT PROSPECT; highly qualified prospect, great chances or closing a sale
11 - 20 pts WARM PROSPECT; prospect with moderate qualifications
0 - 10 pts COLD PROSPECT; prospect with minimum qualifications

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COUNT
0
0
0
0
0
0
0
0
0
0
0
0
0
0

PTS
0
1
0

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SOURCE LETTER
SOURCES OF NAMES
A Family and friends
B People with whom you do business
C Known from past employment
D Known through spouse and children

Vincent Lubiran
E School Friends
F Neighbors/Church/Social Groups
G Newly married persons
H New parents
I New homeowners
J New job / Job location
K Existing clients / Policyowners / Orphaned clients
L Business market: Sole proprietors, partners, key persons
M Affinity groups
PROSPECT
CENTER OF INFLUENCE P
REFERRAL
0 Under Php 100,000
2 100,000 - 299,999
YEARLY INCOME 4 300,000 - 599,999 2
6 600,000 - 1,000,000
8 Over Php 1,000,000
1 < 25 yo
3 25 - 34 yo
AGE 3
5 35 - 44 yo
5 > 45 yo
0 Student
1 Crafts, Operatives
2 Clerical office worker
OCCUPATION 3 Sales staff 2
4 Proprietor, Manager
5 Professional, Technical
6 Businessman, Executive
1 Single, Divorced, Widowed
STATUS 2
2 Married
1 Speacking acquaintance
DEGREE OF
ACQUAINTANCE
2 Well acquainted 2
3 Personal Friend
0 With difficulty
CAN SEE 1 Fairly Easily 2
2 Easily
0 Do not know
RECENT DEVELOPMENT 1 Just married
INDICATING INSURANCE 2 New home / car 4
NEED

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 RECENT DEVELOPMENT
INDICATING INSURANCE 4
NEED 3 New business / job
4 Just promoted
TOTAL POINTS 17 0 0
21 - 30 pts HOT PROSPECT; highly qualified prospect, great chances or closing a sale
11 - 20 pts WARM PROSPECT; prospect with moderate qualifications
0 - 10 pts COLD PROSPECT; prospect with minimum qualifications

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DATE REMARKS BY
8-Feb-16 Created document BRF

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