Agent Number Tracking

American Senior Benefits has contracted with a number of different insurance companies that are available for your agents to provide the best solution to their client’s needs.  We know it can be hard to keep track of who is appointed with whom and then what their agent numbers are.

Attached you will find two examples of what other managers are using.  One is for each individual agent and the other has all agents listed on one spreadsheet.   These are just ideas and you can make them work for you or use your own.