Client Relationship Dates
Birthdays Clients
Birthdays Spouses
Wedding Anniversaries
Business Anniversaries
Client Activity Analysis / Source Analysis
Client A’s Not Contacted Past 3 Months
Clients Contacted Past 6 Months
Clients Scheduled Next 3 Months
Client Source & Reference Data
Client Ratios
Ratios of Client A’s/Client B’s/Client/C’s
Ratios of Prospect A’s/Prospect B’s/Prospect C’s
Ratios of Combined Clients and Prospects
Maturity and Expiration Date
Clients Over 72
Annuity Maturity Dates
Life Insurance Expiration Dates
Other Insurance Expiration Dates
Personal Activity Analysis
Activities Scheduled – Next 30-60-90 Days
Activity Call Report – Last 30 Days to Next 30 Days
Financials
$ Money Coming Due – Next 6 Months
Questionnaires Received, New Assets Uncovered
