Date Name of Partner Branch/Channel
GWP/API
th
15 August 2022 1.I&M Bank South C Branch
2. Consolidated Bank Koinange
Branch
3.I &M Bank Valley Arcade Branch
16th August 2022 1 Consolidated Bank River Road
Branch
17th August 2022 1.I&M Bank Cross Roads Branch
2.I&M Bank Kenyatta Avenue
Branch
3.Absa Bank Embakasi Branch
18th August 2022 1. Absa Bank River Road
Branch.
2. I&M Bank Garden City
3. I&M Bank Valley Arcade
Branch
4. Absa Bank Ruaraka Branch
19th August 2022 1. I&M Bank Valley Arcade Branch
2.Absa Bank Lavington Branch
3.I&M Cross Roads Branch
Outcome/ Activity Est.
 Engaged the Branch Manager Sabina. She promised she will  2M
support through referrals.  1M
 Met and trained Lena the BSO on products and sent her 
the write ups and calc.  10M
 Sarab of I&M Bank Valley Arcade gave me a referral
 Met and Engaged Alex, the BSO and agreed for training in  3M
the course of the week. 
 Did a follow up with Diana and Annette on wealth builder  1M
leads.  2M
 Did a follow up with Elizabeth, customer service officer she  500K
has potential wealth builder prospects that she has
engaged on the same.
 Trained Triza and Esther on Endowment and sent write ups
and calc.
 Attended Branch Training. 
 4M
 Attended Branch Training  5M
 Booked next week on Thursday with David and Stacey for
presentation on calculator.
 Trained Annette on Wealth builder and sent her write ups
and calculator.
Weekly Activity Report – Submitted Every Friday at 4pm.

Following Week Activity Plan

1. Planning to visit I&M Bank Ridge court Branch.
2. Planning to organize Branch Training at Absa Bank Ongata Rongai Branch
3. Planning to Visit ABSA Bank, River Road Branch to source for leads.
4. Planning to visit ABSA Bank Buru Buru Branch.
5. Following up on pending issues and cases.