Legacy Agent Daily Prospecting Checklist for Life Insurance Producers
Want a simple, proven daily system to stay consistent and productive as a life insurance agent?
This checklist is inspired by Brian Tracy’s time-tested sales principles and tailored for Legacy Agents. It’s designed to help you focus each day on the most important activities that drive production—without burning out or getting overwhelmed. Use it to create structure, stay accountable, and build lasting momentum.
Inspired by Brian Tracy's time-tested methods for sales success
Daily Prospecting Checklist
For Life Insurance Agents Focused on Consistent Production
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Morning Setup
[ ] Review appointments for the day
[ ] Respond to priority emails, texts, or CRM tasks
[ ] Post 1 piece of content to your social media (testimonial, story, or reminder)
[ ] Practice your script or objection handling for 10 minutes
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Outbound Activity Goals (Set a daily target for each)
[ ] ___ New conversations (cold or warm market)
[ ] ___ Follow-up calls/texts from CRM
[ ] ___ Referral asks (past client or family/friend)
[ ] ___ Social media DMs or comments initiated
[ ] ___ Networking interaction (group, event, local connection)
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Pipeline Work
[ ] Check on pending applications or carrier issues
[ ] Send a personalized check-in message to leads from past 7 days
[ ] Move leads through CRM pipeline stages (New → Contacted → Quoted → App Sent → App Submitted)
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Mindset & Momentum
[ ] Read 1 page from a sales or mindset book
[ ] Listen to 10 minutes of a sales podcast or training
[ ] Review your “why” or goal sheet
[ ] Encourage another agent or team member
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End-of-Day Wrap-Up
[ ] Log today’s production activity in CRM or tracker
[ ] Reschedule missed calls or follow-ups
[ ] Reflect: What worked? What didn’t?
[ ] Set tomorrow’s priority list (3 top tasks)
