Project template for the office
Month end close checklist with every task back on the list when it's due
Commissions, expenses, submissions and persistency reconciled in the first three working days.
- 3 sections
- 9 tasks
- Opens as a list
- Repeats on its own
Monthly admin close
Day 1
- Pull last month's submissions from the pipelineEvery 1st of the monthHigh
- Reconcile against the insurers' statementsEvery 1st of the monthHigh
- Chase any case on the pipeline but not on a statementEvery 1st of the month
Day 2
- Commission statements per advisorEvery 2nd of the month
- Expense claims approved and sent to financeEvery 2nd of the month
- Persistency and lapses for the monthEvery 2nd of the month
Day 3
- Monthly report to the directorEvery 3rd of the monthHighProduction, submissions, persistency, headcount, one line on what changed.
- Update the leaderboardEvery 3rd of the month
- File everythingEvery 3rd of the month
About this template
The month closes whether you reconcile it or not. This project is the close as repeating tasks in the first three working days: the submission list against the insurers' statements, commissions, expenses, and the numbers that go to the director.
Tips from the template
- Every task repeats monthly on its day.
- Reconcile submissions first; everything else depends on that list.
- The report goes out on the third working day, complete or not.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Monthly admin close and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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