The National Underwriter Company (parent company of TechDecisions magazine and eNews) has released the OCS Online CAM(Career Activity Management) Report, an analysis and reporting toolthat automates the calculation of conversion efficiencies andperformance ratios of agents. Based on actual production activity,results are entered weekly into a Web interface. With anunderstanding of the relationship between activities and results,financial professionals are able to build sustainable clientelerelationships. Management roll-up reporting allows managers totrack activity and project future business for all financialprofessionals or agencies.

Used in conjunction with the OCS Annual Planner, financialprofessionals capture data on activities and production as itoccurs in the OCS Annual Planner; weekly tabulations are enteredinto the Online CAM; and one-page reports are available in weeklyor monthly increments, in Excel or Adobe portable documentformat.

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