XFS Weekly Agent Check-In

This weekly check-in is from Blake Davis, Manager with Xcel Financial Services, DBA Utah Family Insurance.

Takes about 2 minutes. Numbers are for Sunday–Saturday of this week.

Your name

Dials / calls made

Appointments set

Appointments held

Medicare applications submitted

ACA applications submitted

Life insurance applications submitted

Biggest win this week

What are you stuck on?

What do you need from Blake?

Appointment goal for next week

Application goal for next week

Need help with carriers?

Help with carrier contracting I want to add more carriers No, I’m all set

Which carriers? (optional)

Would you like a 1-on-1 with Blake this week?(required)

Yes — I’ll book a time No, I’m good this week