Library
Welcome to the Polestar Library! If you would like to change your password, click on the icon near your name (generally located on the upper right portion of your screen).
Priority and Pipeline Management
- Activity Identifiers
- Calendars
- Sample High-Payoff Activity List - Business
- Sample High-Payoff Activity List - Personal
- Priority Management System
- Sample Combined High Payoff Activity List
- Sample Supplemental Call Sheet
- Sample Ta Da List (Prioritized)
- Sample Ta Da List (Unprioritized)
- Determination of New Business Flow Worksheet
- Opportunity Pipeline
- Pipeline Management Report Sample With Formulas - Premium
- Pipeline Management Report Sample With Formulas - Revenue
- Pipeline Tracking Tool - Enhanced Version
- Blank Pipeline Tracking Tool - Enhanced Version
Channel Marketing
Carrier Connection
Cross Selling and Account Rounding
Goal Setting
- Sample At A Glance Strategy and Plan
- Blank At A Glance Business Plan
- Sample Goal Planning Sheet
- Polestar Steps Simplified
Marketing
Referral Harvesting
- 10 Steps of Referral Harvesting
- Sample Referral Harvesting Tracking Sheet
- Referral Harvesting Script
- Sample Referral Pre Approach Letter
Needs Assessment
- Needs Assessment Commercial Lines Cheat Sheet
- Sample Value-Based Needs Assessment Questions
- Strategic Fitness Assessment Commercial and Personal Lines
- The Simple Assessment
Value Added Services
- Calendar for Prospect - RMG Corp
- Program Builder for Clients
- Program Builder for Prospects
- Sample Value Added Services Menu - Commercial Lines
- Sample Value Added Services Menu - Personal Lines
- VAS - Calendar for Client - ABC Company
- VAS - Setting up a Seminar
