This page outlines the non-daily tasks that must be completed each week to keep business flowing, prevent pay delays, and maintain client experience.

MONDAY - SELF REVIEW & PLANNING

📊 Review Your Numbers (From Previous Week)

• Review your production from last week
• Look at:
  • Apps submitted
  • Verified policies
  • Placed business
  • Any fall-offs or issues

Ask Yourself:

• What worked?
• What didn’t?
• Where did I lose deals?
• What do I need to improve this week?

Goal:

• Adjust your focus for the current week
• Identify areas to improve (closing, underwriting, follow-up, etc.)

SCHEDULE WEEKLY 1-ON-1 WITH MENTOR

• Set up a weekly call with your mentor

Use this time to:

• Review your numbers
• Get help with difficult cases