Manage your Life Insurance Business like a Pro.
✓ Reporting & Visualization
Gain comprehensive insights into your business performance through visually appealing reports, enabling you to make informed decisions with confidence.
✓ Goal Forecaster
We leverage your historical data to tell you exactly how many dials, contacts, leads, appts, sales, etc. you need to hit your monthly profit goals.
✓ Automated P&L Statemen
Automate the generation of P&L statements, saving you valuable time and giving you clarity into your financial performance.
✓ Activity Tracker
✓ Submitted Business Tracker
Save an extra 20% with this bundle!
Ultimate Life Insurance Business Tracker
*Prices are in GBP Pound Sterling.
**One Time Payment.
✓ Comprehensive Insights
✓ Achieve Monthly Goals
✓ Track Every Penny
Free Setup Tutorial
Product Specifications
Latest Version Number: V1.07
Features:
- Visual bar graphs of 9 diferent statistics such as CPA, Close Rate, Dials, Presentations, Approved Policies, Profit, Profit Margin, Approved APV, and Approved APV ROAS
- Section that allows you to organize all your monthly commissions
- Section that allows you to organize all your monthly expenses
- Section for organizing all your monthly ad spend / lead spend
- Section for organizing the amount of leads you receive every month
- Organize all of the business you get approved for every month of the year
- Allows you to keep track of business that never issued, pending lapse, chargebacks, etc.
- Organizes all the contact info and policy information for each client
- Has a feature that tells you how much of your business is still on the books
- Allows you to track dials, contacts, talk time, approved policies, and approved APV
- Has a comprehensive dataset feature that automates every statistic you would ever need to know, for every month of the year
- Automates your Profit/Loss for every month of the year
- Tells you your total ad spend, commissions, expenses, etc.
- Displays all of your statistics averaged across the entire calendar year
- This feature calculates all the KPI’s you’ll need to hit (based of your historical data) to achieve your desired monthly profit goal
- Allows you to organize all of your carrier writing codes, carrier login info, carrier commission percentages, carrier phone numbers, and all of your licensed states.
It also works with Google Sheets for which you require a free Google Account. You will receive a PDF with a link to Make a Copy of the Google Sheets file.
End-User License Agreement
1. Definitions
In this Agreement:
“Template” refers to any Template purchased and downloaded from the Spreadsheet Premiere store.
“Spreadsheet Premiere” refers to the owner and licensor of the Template.
“Personal Use” refers to the use of the Template for individual financial management purposes by the licensee.
2. License Grant
Upon purchase, Spreadsheet Premiere grants the licensee a personal, exclusive, non-transferable license to use the Template for Personal Use only. This license does not grant any rights to resell, redistribute, sublicense, or otherwise transfer the Template in any form, whether modified or unmodified.
3. License Restrictions
The licensee is expressly prohibited from reproducing, distributing, or making the Template available to third parties, whether for commercial or non-commercial purposes. Any unauthorized use of the Template may result in legal action by Spreadsheet Premiere.
4. Disclaimer of Warranty
The Template is provided “as is” without any warranty, express or implied. Spreadsheet Premiere does not warrant the accuracy, completeness, or fitness for a particular purpose of the Template.
5. Limitation of Liability
In no event shall Spreadsheet Premiere be liable for any special, incidental, indirect, or consequential damages arising out of or in connection with the use or performance of the Template.
6. Changes to Terms
Spreadsheet Premiere reserves the right to modify these terms at any time. Any such modifications will be effective immediately upon posting on Spreadsheet Premiere’s website or other platforms.
7. Termination
This license may be terminated by Spreadsheet Premiere in the event of a breach of the terms of this agreement. Upon termination, the licensee must cease all use of the Template.
8. Severability
If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.
By using the Template, the licensee agrees to be bound by the terms of this Agreement.
Faq
Frequently Asked Questions
We hope this FAQ section helps you with any questions you may have. If you need further assistance, please don’t hesitate to contact us. Thank you for choosing SpreadSheet Premiere!
Is the template compatible with Excel and Google Sheets?
The template is designed to work on both Windows and Mac computers with Excel 2021 or later. Please use the latest Office 365 package to avoid any compatibility issues. You will receive a .xlsm file (Macro Enabled).
It also works with Google Sheets for which you require a free Google Account. You will receive a PDF with a link to Make a Copy of the Google Sheets file.
How do I set up my template?
We’ve prepared a video tutorial to help you set up. If you have any further questions, please contact us!
How long do I have to wait for my download link?
After purchasing a template, the download link will appear in a few seconds on your order confirmation page. We will also email you the same download link.
Can I share my download with others?
Each download is intended for single use only. We are trusting you to not duplicate and share your downloaded files with others. Instead, please ask them to purchase their own copy and support Spreadsheet Mastery. That way we can continue creating amazing spreadsheets for everyone!
Do you provide updates to the template?
Absolutely! Your purchase includes free version updates. If we make any changes or improvements, we will email you a new download link.
Do I need the password to use the template?
All features of the template which you need to edit are unlocked and not protected. We do not provide the password for two reasons:
1. Accidental Formula Deletion – If a formula is deleted, the spreadsheet can report incorrect values and will be difficult to troubleshoot.
2. Intellectual Property – we can’t have others modifying and duplicating our work!
Get in Touch
Phone Number +44 20 8023 3747 |+44 20 7123 4877 | Email: Support@Spreadsheetpremiere.store
Subscribe to Spreadsheet Premiere for Exclusive Offers.
Get in Touch
Phone Numbers +44 20 8023 3747 |+44 20 7123 4877 | Email: Support@Premiereplanners.store
Subscribe to Spreadsheet Premiere for Exclusive Offers.
Essential Finance Template Bundle.
Streamline your financial management with the Essential Finance Template Bundle. This all-in-one collection includes meticulously designed templates for budgeting, expense tracking, savings goals, debt management, and investment monitoring. Whether you're an individual looking to get a handle on your personal finances or a small business owner aiming to optimize your financial operations, this bundle provides the tools you need to gain clarity and control over your money.
Product Disclaimer:
This template is for personal finance tracking purposes only. It is not financial advice, and we disclaim any responsibility for the outcomes of your financial decisions. It is the users responsibilty to set up and maintain the template correctly to ensure accuracy. If in doubt, please consult a professional.
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