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  • Outlet: Branch: Date: Name BAS: Name ASM:: Form Daily Activity Bancassurance Specialist (Bas) (7 Ilustration/day)

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    Rifalasifa Marliah
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    This document is a daily activity report form for a Bancassurance Specialist (BAS) that includes spaces to log 7 illustrations per day. It includes fields to record customer information like name, phone number, source of lead, lead category, number of units, credit card information, gross premium, estimated first year income, and product and explanation details. Notes provide guidance on filling codes for lead category and signatures from the BAS, Area Sales Manager, and Outlet Manager.

    Original Description:

    daily activity monitoring

    Original Title

    DAM BAS

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    This document is a daily activity report form for a Bancassurance Specialist (BAS) that includes spaces to log 7 illustrations per day. It includes fields to record customer information like name, phone number, source of lead, lead category, number of units, credit card information, gross premium, estimated first year income, and product and explanation details. Notes provide guidance on filling codes for lead category and signatures from the BAS, Area Sales Manager, and Outlet Manager.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    2 views1 page

    Outlet: Branch: Date: Name BAS: Name ASM:: Form Daily Activity Bancassurance Specialist (Bas) (7 Ilustration/day)

    Uploaded by

    Rifalasifa Marliah
    This document is a daily activity report form for a Bancassurance Specialist (BAS) that includes spaces to log 7 illustrations per day. It includes fields to record customer information like name, phone number, source of lead, lead category, number of units, credit card information, gross premium, estimated first year income, and product and explanation details. Notes provide guidance on filling codes for lead category and signatures from the BAS, Area Sales Manager, and Outlet Manager.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    FORM DAILY ACTIVITY BANCASSURANCE SPECIALIST (BAS)

    ( 7 Ilustration/day )
    Outlet :
    Branch : Name BAS :
    Date : Name ASM :

    No Name Customer Telephone *Source Name LG Paraf LG Unit LG CC GP EST FBI PRODUCT EXPLANATION

    Note : Regards, Acknowledge, Acknowledge,


    Tanda * Diisi dengan code, sbb : NAM :
    NAM : Need, Affordable, Meet (Referral kategori NAM)Case Count : Bancassurance Specialist Area Sales Manager Pimpinan Outlet
    LD : Leads (Referral dari staf tidak kategori NAM) Gross Premium :
    LI : List (Referral dalam bentuk daftar) Basic Premium :
    CG : Customer generated (referral dari nasabah)
    Est FBI :
    WIC : Walk In Customer (prospek sendiri di dalam banking)
    SG : Self Generated (prospek sendiri diluar banking) Riders :
    Call : Telesales ( ) ( ) ( )

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