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Editable Canva Planner
Insurance Agent Business Planner
An undated business planner for insurance agents. Keep your licences, carriers, leads, clients, policies, renewals and commissions organised, and plan your activity month by month.
36pages
A4210 x 297 mm
Canvaedit every page
PDFprint or save
What's inside
36 pages, grouped by what you use them for.
Start here
How to Use and Contents.
Foundations
Agent Profile, Yearly Goals, License & CE Tracker and Carrier Appointments.
Prospects & clients
Lead Source Tracker, Prospect Pipeline, 2 Client Profiles, Policy Tracker and Renewal Calendar.
Money & service
Commission Tracker, Business Expenses, Referral Tracker, Follow-up Log, Needs Analysis and Claims Tracker.
Planning
Marketing Plan, 12 Monthly Planners, Weekly Activity, Daily Planner, Year in Review and Notes.
How it works
1
Download the PDF
Your download has the Canva template link.
2
Open it in Canva
The link makes your own copy. It works with the free version of Canva.
3
Fill it in or print it
Type straight into the pages, change colours and fonts, then print or save as a PDF.
Good to know
- 36 pages, A4 (210 x 297 mm).
- Edit it in Canva. It works with the free version of Canva.
- Use it on screen, or print it at home.
- Instant download: a PDF with your Canva template link.
Instant download
Lifetime access
Fully editable on Canva
Free future updates
How Does It Work?
- Choosing a selection results in a full page refresh.