One Card System

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Aug 12, 2009 11:19 pm

Can anyone shed some light on the "One Card System" that Northwestern Mutual utilizes?

Aug 12, 2009 11:26 pm

It is a contact management and case flow system.  Very low tech.  It is the basis for making Al Granum, the designer of OCS, the most successful GA in life insurance history.  He had more Million Dollar Round Table producers than any other GA in history.  The 10-3-1 ratio still holds true today:  10 qualified suspects will turn into 3 prospects, who will turn into 1 client.  I revisited OCS and I've seen great results in just the last two months since.