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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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Weekly Activity Tracker

Please complete the form below each week if you are a FREE Lead Agent. 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:

Number of Presentations from Appts:

Manager/Builder's Name:

Total Annualized Premium:

Number of Presentations from DK:

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

Direct Express Annualized Premium:

Total Number of Appointments:

Are you planning on working a full week next week? If NO, please explain in the comments below! *

No

Yes

Additional Notes/Comments:

Thanks for submitting!

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Fill out the form below to learn more about our services & programs!
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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