Puritan Financial Group Weekly Recap
District Manager:
Select District Manager
Cliff Bassett
Kevin Chester
Chris Coulter
Scott Williams
Dan French
Stephen Hudson
Lorrin Palagi
Jeremy Rabalais
Sam Thomas
Week Ended:
Agent Name:
New Appointments Scheduled:
Re-Scheduled:
Client Cancelled:
Agent Cancelled:
Completed Fact Finders:
GoBacks for Next Week:
# of Sales This Week
Total Premium Sold
** Total ALL Premium Single + Annual
LIFE
Premium Sold
** MEC + F/E Annual Premium
Go Backs Set:
(This is for GoBacks set for the coming week)
Date
Time
Client
Product
Amount
GoBacks Run This Week:
GoBacks Sold This Week:
Sales Made This Week:
Client Name
Product Sold
Premium
Recap Complete: