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BEN@FINALEXPENSESERVICES.COM or 601-938-7663
The Plug n Play CRM has everything an agent will need!
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- Onboarding - Field Agents
Face to Face Programs
Telesales Programs
Agency Builder Program
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Daily Activity Tracker

Please complete the form below each day. This will help us keep these programs available for years to come. Please input as accurate of data as possible.

Today's Date

Name:

Total Number of Applications:

Manager/Builder's Name:

Total Annualized Premium:

Number of Presentations:

Did you write any Direct Express business today? If so, please enter the AP amount from DE cards.

Direct Express Annualized Premium:

Additional Notes/Comments/Morning Call Topics:

Thanks for submitting!

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Filling out this form is the slowest process for speaking with us. Due to a high number of requests each day, we can not get to these forms quick enough. It is best to take the time to click the page above (Face to Face or Telesales) and follow the steps on those pages!

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