CLIENT RELATIONSHIP MANAGEMENT

(Potential Client/Candidate)
TABLE A: PERSONAL INFORMATION
Client's Name Occupation
Parent Company/ Industry
Siblings & Sib's Spouse Job Level
Relatives Colleagues
At what event/ How did I Know him/her?

At that event, who else did I know (but I do not have contact number)?

Who else do I know through her/him (but I do not have contact number)?

Hobby/ Committee of Society, Association etc/

FAMILY INFORMATION
Spouse's Name Occupation
Parent Company/ Industry
Siblings & Sib's Spouse Job Level
Relatives Colleagues
Child 1 Gender
School Birthday
Child 2 Gender
School Birthday
TABLE B: CAREER
ACHIEVEMENT

THREAD OF DISCONTENT

TABLE C: CURRENT PROTECTION

Individual
TYPE OF
COMPANY POLICY NUMBER POLICY SUM ASSURED PREMIUM

By Employer
Client Client's Spouse
Type Covered Amount Type Covered
Medical Y/N Medical Y/N
TPD Y/N TPD Y/N
Critical Illness Y/N Critical Illness Y/N
Death Y/N Death Y/N
Cover spouse & Cover spouse &
Yes No dependant Yes
dependant
NETWORK RANKING
DATE
RANK

Category A : Prospect who can proceed with Closing Interview; Potential Candidate who can proceed with in
depth interview and final interview.
Prospect who can proceed with Fact Find; Potential Candidate who can proceed with Initial
Category B: Interview & Career Presentation.
Category C: Prospect/Potential Candidate who can be approached.
Category D: Leads who hasn't been approached.

ASK FOR REFERRAL(PROSPECT/POTENTIAL CANDIDATE) DURING EVERY VISIT!

 Date
In-Forced

Spouse
Amount
 No

who can proceed with in

proceed with Initial

ERY VISIT!
 CLIENT RELATIONSHIP MANAGEMENT
(Potential Client/Candidate)
TABLE D: SALES FOLLOW UP
DATE FOLLOW UP RECORD
1. FIRST CONTACT & REFERRAL

2. NEED ANALYSIS & REFERRAL

3. PRESENTATION & REFERRAL

4. CLOSING INTERVIEW & REFERRAL

5. LIVES WRITTEN & REFERRAL

TABLE E: RECRUITMENT FOLLOW UP

DATE FOLLOW UP RECORD
1. APPROACH
2. INITIAL INTERVIEW
3. CAREER PRESENTATION
4. LIMRA CAREER CHOICE
5. PROJECT 100
INITIAL EVALUATION PASS | FAIL REASON :
6. PROSPECT 60
7. MARKET SURVEY
8. BOX SCHEDULE
9. OBSERVE SB
10. PCE & CEILI EXAM
SECOND EVALUATION PASS | FAIL REASON :
 11. PRE-CODE TRAINING
12. E-RECRUITS
13. FIRST MONTH TARGET
SUCCESS MADE EASY WITH 3 APPOINTMENT,
3 REFFERRAL/APPOINTMENT AND 3-MIN DOCUMENTATING A DAY!