SET & TRACK™
Software to set producer goals and track the results.

View sample commercial lines screens.
View sample personal lines screens.
View sample uses.

Created for...
Principals and managers who employ new or veteran P&C agents.

Pricing.  $249.

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Details. Whether your agency has just one producer or offices full of them, this software makes it easy to establish prospecting and sales goals and to track the actions made towards accomplishing them.  It walks managers through this essential sales management process, with a unique array of goals, agreements, tracking grids, pointed reports, and illustrative graphs.  Requires Microsoft® Excel.  This software may also be purchased as part of the Hiring & Managing Inexperienced Producers™ CD package.

Set & Track™ helps managers to quickly and easily...

Manage an unlimited number of producers or a single P&C agent.
Set prospecting goals for personal, commercial, and life/group lines for 3 years.
Set production goals for personal, commercial, and life/group lines for 3 years.
Set goals for calls • contacts • x-dates • quotes • sales • premiums • commissions.
Track results for calls • contacts • x-dates • quotes • sales • premiums • commissions.
Establish a producer’s desired activities per quarter per year for three full years.
Obtain a signed Producer Goal Agreement for all lines over the next three years.
Provide prospecting and sales self-reporting forms for agents to submit to management.
Track a producer’s actions towards achieving pre-established annual & quarterly goals.
Maintain a week-by-week record of each agent’s activities and permanently store them.
Output goals vs. results reports and graphs to review with the agent on a regular basis.
View and print out over a dozen full color graphs.
View and print out over 30 informative reports and forms.
See instant overviews of goals & results for the current year and 2 others, side-by-side.

Disclaimer: This program is intended only to provide general numerical information and is in no way intended to replace the valuable services of an accountant and attorney. Always consult these advisors before making any employment-related decisions. The publisher is not responsible for any actions that you may take based on the output of this software.