Client Assessment Notebook for Life Insurance Agents

Provides all the fields needed to make any sale.

This is a must have item for every agent! The absolute best way to keep all your client appointments organized. I usually have the health and financial inventory sheets everywhere, and my notes all over the place. This makes it so much easier to keep track of my clients. I can refer back to my notes anytime, and remember exactly what happened in our appointment. All my appointment notes in one place. I advised my team to get this because you can look back at your appointments and see what you need to do to improve. It’s a great tool for managers to help their agents. Each book has 100 sheets. Not more papers everywhere! Stay organized. I will be ordering more of these !

I used to be the person who took notes in 3-4+ notebooks at any given time and working in various locations I’d have the wrong notebook when I needed info, that also made following up with clients difficult and things slipped through the cracks a lot. Not anymore. This 100% was the organization I so desperately needed.

If you are a life insurance agent and need to keep track of your clients… this is the best tool to have. Has all the questions and everything you need to keep organized and allow you to revisit with clients!