Closed S4E1 · Sergio Diaz and Justin Jacobs · the toolkit

The carrier audit

Every carrier you hold, one line each. Do it before the season, so you make the cut and not their letter.

Season: ____________ · Date: ____________

Sold in 12 months?	Sold in 2 years?	Went to their training or events?
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No
Yes / No	Yes / No	Yes / No

Keep: ____ · Watch: ____ · Cut: ____

“Do what you say you’re going to do.” Justin Jacobs

Closed! with Justin Jacobs · a Health Plan Markets show