• Sales Tracking Systems

  In order to help you properly gauge your progress, this system will supply you with the necessary sales tracking tools.  Initially, we will help you create achievable sales goals and set you on a course to meet or exceed your expectations.  Throughout the peak season, you will be able measure your results as a percentage of your overall goal.  In addition to your personal production, you will be able to see the accomplishments of your peers (other agents using the same system).

• Daily Tracking

  Each morning, you will receive a report of the previous day’s activity.  You will also receive your daily production goal.  In addition, you will have access to an Online eFile Database so that you can review your overall performance.  This may be broken down on a day by day basis so that you can visually see mid-season trends.

• Tax Preparation and NEW Insurance Policies

  This system has clearly laid out two NEW revenue streams for your insurance agency.  The tax season goes by very quickly and paying close attention to your daily, weekly, and overall performance is critical.  Your agency’s 1^st quarter revenue, through the addition of tax preparation services and refund capitalization, can explode with the implementation of this system.  We have specific tools to help you manage the accounting associated with this program.

  Our Insurance Agent Calculator allows you to clearly view your new revenue streams broken down and separated by each source.  In addition, you can also analyze your revenue generated on a per hour basis…Enjoy!

Click Here for the Insurance Agent Calculator

Click Here for the Online EF Database