Streamline Your Billing Process with the Google Sheets Invoice Tracker Template for Insurance Industry

Google sheets invoice tracker template for Insurance Industry

Kyle Studer I meant or final expense mortgage protection agents to become top producers in the life insurance industry I'm doing a quick video today on Google sheets and how life insurance agents can use this to keep track of their book of business and to keep track of their clients the cool thing I like about this is number one this is on my laptop but you can have this on your phone okay so you're sitting with a client they just get approved you're finishing up a case you can add this client right to your Google sheets on your phone okay it all updates automatically so the next time you were to log in on your computer or on your phone it's always updated so what we're looking at here name company monthly premium county they live in an annual premium and then over here I've got some notes when applicable so obviously this is just made up you know I didn't sell to John Smith's in the same month but so a cool thing over here annual premium case size which in final expense the average is about six hundred dollars that's why I did this oh shoot I actually realized that that numbers off but that's okay so annual premium run down here this agent wrote eight thousand four hundred dollars in premium this month you've got each month here you can click on go back and see what you wrote who you saw great for annual reviews so you wrote some policies in January of 19 Danu Airy 2020 rolls around you've got new leads coming in from whatever lead source you prefer to work but then also you can glance at your Google sheets what families did I see this time last year those are leads you call on your current clients touch base with them say hello say hey you're due for an annual review what's better if I stop by tomorrow around two o'clock or four o'clock so people's situations change year to year the average person buys life insurance seven times in a lifetime they don't generally have all seven policies but things happen throughout life they cancel the policy they went through a divorce things happen so it's important to stay in touch with your clients this is a really easy way to a simple easy way to keep track and look at your business at a glance so here hypothetically this guy got declined he's read because he was declined you can come up with whatever color system you prefer declined go back and see him rewrite discuss AIG guaranteed-issue if a client say you've got to write a guaranteed-issue product they had cancer you know a year ago well when their two-year mark hits have a reminder in your phone have a note call this client in yadi yadi month next year it will have been two years they've been cancer-free see if you can improve their situation because if you don't it's likely another agent could come in behind you and say oh well at the time they're seeing them hey it's been two and a half years since you had cancer this agent who wrote this guaranteed-issue product they have never been back and they can possibly smoke your monthly price to replace your business so this is a great habit to get into guys Google sheets very simple I know you can be more elaborate some people are this isn't really my strength this is something I've learned to do over time and I found it to be very helpful so that's about it this is pretty simple there's not really a lot to talk about if you have any questions feel free to reach out to me my name is Kyle Souter I mentor Final expense mortgage protection agents to become top producers you can get in touch with me on Kyle's Studer comm I'm on Facebook link Instagram I'll chat it you later bye