All Business needs to be submitted to PSI within 24 hours of writing the app including e-apps 

Unreported business is unearned income and will not go toward promotions.  A New Business Turn in sheet also needs to be to submitted to Kim as soon as you submit to Equis.  
 

TRACK YOUR DIALS AND SALES

The key to your success is all about tracking you activity.  If you don't track we have no way of understanding where you are at.  Just like Tiger Woods coach,  he watches his stance, his swing and the coach can give him tips on how to improve.  this is our way of helping  give you tips on how to win here.

Be sure to get with your manager to go over how to effectively work this sheet and turn it in every Friday to them.

How to submit your business

All Business needs to be submitted to PSI within 24 hours of writing the app including e-apps 

Unreported business is unearned income and will not go toward promotions.  A New Business Turn in sheet also needs to be to submitted to Kim as soon as you submit to Equis.  
 

Submitting_new_business.png

Once I have completed a Paper Application or E-app, How do I report each one to EQUIS FINANCIAL & Kim?

It's easier than you think!  Click on the Button below for step by step directions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STEP 1

STEP 2

You must also turn in a NEW BUSINESS TURN IN SHEET  to Kim as soon as you enter it in the Equis System.  This has 3 purposes 

1. its so you can track info on the policy with out having a ton of sticky notes 

 2.  I have to report to Equis on our team numbers

3.  So I can track if you make your numbers for your next promotion.  

Carrier Writing Numbers

Tracking your Agent Numbers with all the Carriers

You will be given a ton of Numbers you are going to need to use.  This spreadsheet has all of it in one location.  All the carriers are listed and their websites all you need to do is add in your info at the top and as the carrier issues you a writing number put it in the spread sheet as well as your log in to their websites.