What's on it
Quotes out — follow up — the ones sitting more than two days
Renewals & X-dates — 30 / 60 / 90 out, and whether you remarketed
Service — COIs, endorsements, ID cards — what you promised, and by when
Pending cancellations & payments — the ones that lapse if nobody calls
Calls to make back — name, number, what it's about
Put in writing today — coverage declined, limits discussed, advice given
There is no colour and no shading behind anything you write on, because these get run off on an office laser printer in volume and heavy ink coverage is a reason not to print something. Share it with whoever you like.
The planner is free. The rest of what I build is a library of the wording agents need — ready-to-send emails and texts, phone scripts and talk tracks, plain-English coverage explainers, and quote-proposal builders that write the proposal for you.
See the full overview →