Policy Tracking

Why it matters

Many deals stall because of a missing signature, an unanswered health question, or a failed payment. Tracking helps an agent act fast and keep the family informed. It also helps predict commission timing, which depends on the carrier and contract. Agents track delivery, free look, and not-taken policies too. Clear tracking lowers the number of cases that lapse before they are paid.

Source: law.cornell.edu

Where we use this term

• Your first 90 days as a telesales life insurance agent: a week-by-week ramp