The Production Record Pages, located in your Activity Planner and/or in Chapter 4 of Chart Your Course for Success & Business Records (Form 1177), track policies you have written, issued, and delivered, plus your NAFYC. Post events as cases become "paid for."
The Weekly Activity Report (Form 1176) is an excellent way to monitor, evaluate, and summarize your weekly sales activities. It allows you to record your total sales, support, and study hours each week, as well as detail how you performed in each of your sales process activities. The Point Formula lets you measure your daily activity performance against the industry standard. As you work on improving specific interview techniques and sales skills, you will be able to monitor your effectiveness by keeping track of your Activity Ratios, Persistency, and Year-to-Date Evaluations.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.