How do you experienced agents organize your briefcases? What do you keep in them at all times? Of course apps and pens etc, but I want to see if someone has a simpler way than what I'm doing.
So far I have a folder for each carrier, and each one has apps, brochures, and rate sheets inside. I have individual apps clipped to all necessary forms and disclosures, to make a packet with everything I need for each app. Ive got an accordion file that has extra forms inside along with the agent guide for each carrier. I keep a health cheat sheet inside my clipboard to look up any conditions an
So far I have a folder for each carrier, and each one has apps, brochures, and rate sheets inside. I have individual apps clipped to all necessary forms and disclosures, to make a packet with everything I need for each app. Ive got an accordion file that has extra forms inside along with the agent guide for each carrier. I keep a health cheat sheet inside my clipboard to look up any conditions an
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