Pitong bahagi ng araw mo bilang FA Seven parts of your day as an FA
Sumusunod ito sa aktwal na daloy ng negosyo mo — mula sa pag-imbita hanggang sa pag-alaga ng naging kliyente. Iisang record ng contact ang pinaghuhugutan ng lahat, kaya habang tumatagal kang gumamit, mas lumalalim ang halaga nito sa iyo. It follows the actual flow of your practice — from inviting someone in, to caring for the client they become. Every part draws from one contact record, so the longer you use it, the more it is worth to you.
Pag-imbita Inviting
Story-based na career page na maipapadala mo sa gustong maging FA. May sariling pangalan at negosyo mo, at may registration para sa libreng Career Talk. Pru Life UK ang unang bersyon. A story-based career page you can send to anyone considering the profession. It carries your own name and business, with sign-ups for a free Career Talk. Pru Life UK is the first version.
Prospecting
FA OutReach — mabilis na paghahanda ng personalized na mensahe, address book ng Messenger links, at templates na may variants para hindi paulit-ulit ang dating. FA OutReach — prepare personalised messages fast, keep an address book of Messenger links, and rotate template variants so your outreach never reads copy-pasted.
Pipeline
Board ng bawat prospect: nakausap, sumagot, may appointment, na-present, sarado. May paalala kung sino ang dapat balikan ngayong linggo. A board for every prospect: contacted, replied, appointment set, presented, closed. With reminders for who you owe a follow-up this week.
Activity tracker Activity tracker
Bilang ng nakausap, appointment, presentation, at sarado kada linggo. Makikita mo ang ratio mo — para alam mo kung kulang lang pala ng lima kada araw, at hindi ikaw ang problema. Counts of conversations, appointments, presentations and closes each week. You see your own ratios — so you know when you are simply five short a day, and not the problem.
Fact-finding Fact-finding
Digital na fact-find form, protection gap, emergency fund, at risk profile — nakatali sa parehong record ng contact. A digital fact-find form, protection gap, emergency fund and risk profile — all tied to the same contact record.
Presentation
Cost of Waiting, education fund, retirement gap, at iba pang pantulong sa usapan — malinis mag-screenshot at maipapadala agad sa Messenger. Cost of Waiting, education fund, retirement gap and other conversation aids — clean to screenshot and send straight to Messenger.
Servicing at MDRT Servicing and MDRT
Premium due, policy anniversary, annual review, at progress mo papuntang MDRT. Dito nagsisimula ang persistency. Premium due dates, policy anniversaries, annual reviews, and your progress toward MDRT. This is where persistency starts.
Bakit nakalantad ang hindi pa tapos Why the unfinished parts are on display
Kasi sapat na ang naranasan mong oversell sa industriyang ito. Ang nasa listahan ay ginagawa — hindi pinapangako. Libre habang binubuo, at kung dumating man ang panahong may bahaging babayaran, malinaw naming sasabihin bago pa mangyari. Because you have been oversold enough in this industry. What is on the list is being built — not promised. Free while we build it, and if a paid part ever arrives, we will say so plainly before it does.