Want to take your broker business full time? Want to be more organized with your billing? Want to move clients around with the click of a button? Those are some of the things our Advanced Client Tracker can help you do. One of the most powerful things about this spreadsheet is the ability to track your income year-to-date. Becoming a great broker takes time and expertise; add a good system, a plan, and firm determination, and it is entirely possible. The Advance Client Tracker is a simple spreadsheet available for Microsoft Excel® and Google Sheets that you can customize to keep track of your clients effectively. This is the spreadsheet that will make you wonder, “how did I live without it!”
What’s Included:
- Get notified when an individual’s LOC, DDP-2, Life Plan etc.is about to expire.
- Terminate and pause clients with the click of a button.
- The chart on the FI tab - counts all clients in Start-up and Support tabs and assigns to the relevant FI Agency.
- Auto sorting in alphabetical order on Support, FI, Participant, and Startup tabs.
- A TOTAL row that automatically calculates at the bottom of each table.
- Automatically calculates an individual’s age when a DOB is
- The ability to copy/move clients' details to the relevant tabs with “Copy Buttons.”
And so much more!
Buy it today and set yourself apart from those other brokers!
*** All sales are final. Read our refund policy here.