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Numbers you need to track on a monthly basis

Monthly production reporting helps you track your overall goals and accomplishments and set a plan for the month ahead. This is important for informing your sales leaders, upper management, and individual agents on your team’s collective and individual performance and expectations for upcoming initiatives.

This template includes sections for your:

  • Production goals
  • Overall product report
  • Pending policy report
  • Opportunities report
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When you have access to connected tools through AgentCubed, you can ultimately improve your processes.

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