Important Documents and Trackers
GENERAL TRACKERS
Master Tracker
Master Agency Tracker to track for promotions & raises.
Issue Paid Trackers
Folder for individual agents/teams to track issue paid business
Leaderboards
Weekly & Monthly Trackers to use for graphics and leaderboards
Records list
Data for AOs to be able to track weekly/month records for APV, Apps, RTW, UW and NW
Contest
Keep track of data for contests and access the conference promotion graphics
Graphics
Graphics for leaderboards, promotions, raises and agent celebrations
CONFERENCE TRACKERS
Owner's Packs
Owner's Pack Ticket Trackers
Night Owl
Night Owl Registrations and Payments
CALL HOSTING
Comprehensive Calendars
Complete Master Calendar for all Cook and Newbauer Call
FIF Reset Training
Friday | 11:30am EST / 8:30am PT
Templates for accountability calls
Business Launch
Template
Template for Business Launch: New Agent Launch
Engage Call
Template
Template for Engage: Daily Agent Accountability Call
Impact Call
Template
Template for Impact: Bi-Weekly Leader's Coaching Call