AGENT / CLIA
Answer few questions to know your Insurepreneur level!
1 / 22
No of Years in Insurance Business
2 / 22
Last 3 Year average 1st Year Commission + Bonus (Total of last 3 years divided by 3)
3 / 22
Annual Renewal Commission - Life Insurance
4 / 22
Total Annual Income from all sources
5 / 22
No of Staff that you have employed (Only exclude yourself - Include wife & children in No of employees if they are working full time with you)
6 / 22
Last year what did you qualify for?
7 / 22
No of Years qualified for MDRT and above
8 / 22
Which Club member are you ?
9 / 22
Operating from
10 / 22
Area of your Office
11 / 22
Your Professional Education
12 / 22
Academic Qualification
13 / 22
What all products do you sell ?
14 / 22
Do you give value added advice to clients beyond Finance ?
15 / 22
What are the activities that you yourself are doing?
16 / 22
Do you conduct customer meetings, Webinars for customers on topics other than insurance?
17 / 22
How many times have you attended MDRT Conference?
18 / 22
Do you know your Net Worth and do you calculate it every year?
19 / 22
Do you keep a diary to record meetings, prospects data, sales data and calculate the ratios of selling?
20 / 22
Do you have employees in your business to do selling job ?
21 / 22
Total amount spent in self training in the last 3 years
22 / 22
Total Active Clients
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