Commission Renewal Tracker

TDFnCali

Guru
1000 Post Club
3,165
California
Ok guys & gals,

My wife and I (mainly her) has put together a renewal commission tracker for medicare (Supps & MAPDs). You can customize it any way you want....but right now it's designed to track current renewals & future renewals. You have to manually tell it which client is in the active vs future status though. Im sure there are things you can +/- to make it better for you personally.

Hope you enjoy, its pretty self explanatory, but feel free to ask questions.

PS- Initial commission was purposely left off of the MAPD page, I didnt need it....feel free to add it back if you want.
 

Attachments

  • Insurance Renewals.xlsx
    28.1 KB · Views: 133
<Crickets> Soooooo, I guess nobody liked this or wanted it....well I thought it was pretty cool.

Happy Selling!
 
My wife and I (mainly her) has put together a renewal commission tracker for medicare (Supps & MAPDs).


Give us time. You know how busy we are. I downloaded it and appreciate very much your sharing. Thanks.
 
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