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EFS/EA Tracking Job Aid

© Allstate Insurance Company, 2006

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Step by Step Instruction to Tracking Metrics in the Interim Process

1. Before the agent meetings, the FSC/FSEC will show you how you can use the Weekly EFS Report to track and measure introductions with your agent partners

2. At the end of each day record how many Transfer of Influence introductions you received, the method in which they were given to you, how many kept appointments you had, what the result of those appointments were, whether you had any cancellations or no shows, how many applications you wrote, the total application amount and the production credit.

3. If desired, you can send your weekly report to the FSC/FSEC/MDL so that they can consult with you and offer their support to the partnership.

During the development of this material, feedback was solicited from EAs, EFSs, and field sales leaders for successful partnerships. The concepts they shared are contained in this job aid.

Use of these materials and processes described is strictly voluntary. The manner, method and means by which an EA and an EFS operates his/her agency is at his/her discretion. In addition, the development, structure, and elements of an EA/EFS partnership is at the discretion of the EA and the EFS. This presentation contains proprietary & confidential information which may not be reproduced or redistributed without first having obtained written permission from Allstate.

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EFS Weekly Report

During your installation, the FSC/FSEC will give you the “EFS Weekly Report” spreadsheet with your agent names populated

Agent Names

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EFS Weekly Report

•At the end of each day change the data and enter data in the yellow portions of each tab (Do not enter data in grey boxes, as there are formulas that will total your data)

•In entering data, complete all fields. Please note the following: •“Set Appointment” is when the agency sets a date and time for you•“Had EFS Call Customer” is when the agency provides you with a customer’s name and number•“EFS intro in agency…” is when the agency directly introduced you to the customer when you were in the agency, or they transferred a phone call directly to you

Example Data

Ensure you are on the correct day’s tab

Change the date

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EFS Weekly Report

At the end of the week, you can send your weekly report to the FSC/FSEC/MDL so that they can consult with you and offer their support to the partnership

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Email the Weekly Report to the FSC/FSEC/MDL

•To do this you must open a new email and attach that week’s spreadsheet

Insert File

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Email the Weekly Report to the FSC/FSEC/MDL

•When the “Insert File” box appears, navigate to the folder in which you keep your weekly spreadsheets and attach the one for the current week

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AppendixWorksheet with Sample Data

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Terms

• Copyright 2001 Allstate Insurance Company

• Please reference the opening Important Notice Regarding Agency Process Design