How do I get started?
The first thing you need to do is order your starter kit and check its contents. The starter kit will include
1 - Building a Financial Services Clientele Textbook
1 - OCS Planner*
1 - Success Manual*
1 - Pack of 18 OCS Control Books*
1 - OCS Essentials Resouce CD-ROM
1 - Fiberboard OCS Card File Box
1 - Set of Divider Tabs for File Box
1 - Set of OCS Control Cards
4 - Packs of 200 Yellow Suspect Cards
1 - Pack of 200 White Prospect Cards
*Kits contain EITHER an OCS Planner or Success Manual and Control Books
+ Not included if bought through your company.
Click here to view or purchase the OCS Starter Kit: Planner Edition
Click here to view or purchase the OCS Starter Kit: Classic Edition
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How do I set up my Card File Box?
The Card File Box serves as a key organizational tool as well as your "warehouse" of active Clients, Prospects and Qualified Suspects. Set up your Card File Box in this order from front to back:
1. 1-31 Index Tabs
2. Monthly Tabs
3. Alphabetical Tabs
4. Additions, Reject, Inactive Tabs
5. OCS Control Card
Organize remaining materials as follows:
Place the blank yellow Suspect cards and white Prospect cards in a drawer.
Find a place on your desk for the Building a Financial Services Clientele textbook and your OCS Planner or Success Manual and Control Books.
Click here to view or purchase the Card File Box
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What office supplies do I need to complete my OCS?
The only office supplies you need to compliment your OCS are standard manila folders found at any office supply store; and of course a phone!
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When do I begin to actually use the system?
Before you actually begin using the system, you must first learn the system. There are recommended steps to learn The One Card System.
1. Read the Building a Financial Services Clientele textbook and discuss its contents and practices with your manager and/or peers.
2. Take the online OCS Essentials for Producers: online training course or CD-ROM course.
3. Complete any company provided training on The One Card System.
Click here to view or purchase Building a Financial Services Clientele textbook
Click here to view or purchase OCS Essentials for Producers: online training course
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What types of support do you offer?
For fast, free support, send support questions to our OCS helpdesk help@onecardsystem.com
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What is the One Card System?
The One Card System is the only agent activity management system in the financial services industry proven to quickly grow a producer's active client list - and therefore sales. Many "blue chip" companies use it, including Northwestern and Mass Mutual. The OCS is really three fully integrated systems in one: a suite of Organizational tools, a Contact management system and a Sales process.
Organize
Contact
Sell
OCS - One Cool System! When you add in a full assortment of training and implementation products and services, it's a turnkey system that any agency can install quickly and correctly.
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What is the OCS Essentials for Producers: Online training course?
OCS Essentials for Producers is the only online training program for the original One Card System. It is also available on CD-ROM. The CD-ROM is included in a starter kit. Personally authorized by Al Granum, the renowned creator of the One Card System, OCS Essentials moves you through the basics of the One Card System quickly so you can start selling more effectively from day one -- and throughout your career.
The program includes five separate courses, resulting in a complete curriculum for successful Client Building.
OCS Fast Start - Designed for use by producers during their first 30 days using an activity management system, or for refresher training. Covers the essential information producers need to know to quickly and successfully implement points-based agent activity management.
OCS Time Management - Provides the basis for effective time use through the concepts of the Structured Day, performing Monthly and Annual Reviews, Working with Sales Assistants, and participation in Client Builder meetings.
OCS Sales Part 1: Prospecting, Pre-Approach and Approach - Once a producer works through his or her initial contacts, the job of Prospecting becomes challenging. This course provides the keys to Prospecting for Suspects, calling for appointments and making the most of the Approach interview. Includes an interactive role-play scenario designed to sharpen Prospecting skills.
OCS Sales Part 2: Fact Finding - Make every appointment count by building strong professional relationships through Fact Finding; prepare Case Solutions that motivate Prospects to take action.
OCS Sales Part 3: Closing and Delivery - Maximize sales effectiveness through mastery of the Presentation and Delivery - critical elements that form the basis for subsequent needs-based selling and client building.
Click here to view or purchase the OCS Essentials for Producers: Online training course
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What is included in the OCS Starter Kit?
Hit the deck running with all the materials you need to quickly implement the original One Card System (OCS). This kit includes everything you need to prospect, track, maintain and build new relationships for an entire year.
Kit includes:
1 - Building a Financial Services Clientele Textbook
1 - Success Manual
1 - Pack of 18 OCS Control Books
1 - Fiberboard OCS Card File Box
1 - Set of Divider Tabs for File Box
1 - Set of OCS Control Cards
4 - Packs of 200 Yellow Suspect Cards
1 - Pack of 200 White Prospect Cards
*Kits contain EITHER an OCS Planner or Success Manual and Control Books
+ Not included if bought through your company.
Quantity discounts available. Call your sales representative or 1-800-543-0874 for details.
Click here to view or purchase the OCS Starter Kit
Click here to view or purchase the OCS Starter Kit: Planner Edition
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What is included in the OCS Starter Kit: Planner Edition?
Complete your One Card System with the materials you need to prospect, track, maintain and build new Client relationships with a Starter Kit designed exclusively for users of the OCS Annual Planner. (OCS Annual Planner sold separately).
Kit includes:
1 - Building a Financial Services Clientele Textbook
1 - OCS Planner
1 - OCS Essentials: Producer Training CD-ROM
1 - Fiberboard OCS Card File Box
1 - Set of Divider Tabs for File Box
1 - Set of OCS Control Cards
4 - Packs of 200 Yellow Suspect Cards
1 - Pack of 200 White Prospect Cards
Quantity discounts available. Call your sales representative or 1-800-543-0874 for details.
Click here to view or purchase the OCS Starter Kit Planner Edition
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Who is Al Granum?
Al Granum is a living legend in the life insurance business and many would argue that he has had more of an influence on the way agents work than any other person in the past 40 years. In 2002 he added the John Newton Russell Award to his long list of prestigious awards and accomplishments.
O. Alfred Granum, Chartered Life Underwriter (CLU) and Million Dollar Round Table (MDRT) member, graduated Phi Beta Kappa from the University of Wisconsin with simultaneous BA and MA degrees in life insurance. Starting as an agent for the Northwestern Mutual in Eau Claire, Wisconsin, he worked his way up to agency officer, production manager and general agent in Chicago.
His agency ranked number one in Northwestern Mutual for volume in 18 of his last 25 years and was the first at NM to break numerous volume record benchmarks. It was during this phenomenal career that Al created and perfected the Client Building process that forms the basis of the One Card System.
Still energetic in his 80's, Al remains a sought-after speaker and consultant.
What is the Building a Financial Services Clientele, 10th Edition Textbook?
Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 30 years. This edition will show you step-by-step how to:
Become the one and only trusted financial advisor for your clients.
Manage time and relationships in an increasingly competitive and complex market.
Capture 40% of deferred business, increase case size and obtain quality referrals.
Continually find and acquire new, dedicated clients.
Whether you're a beginner or an established professional, you can't miss with the One Card's proven sales success system.
Table of Contents
Chapter 1: Building a Career
Chapter 2: The Science and the Art of Building a Clientele
Chapter 3: The One Card System
Chapter 4: The Success Manual
Chapter 5: The OCS Planner
Chapter 6: Self-Management
Chapter 7: The Art of the Sales Cycle
Chapter 8: Six Step Prospecting and Three Step Promotion
Chapter 9: Pre-Approach, Telephoning and Approach
Chapter 10: Fact Finding
Chapter 11: Closing
Chapter 12: Delivery and Post Sales Service
Chapter 13: Conclusion
Click here to view or purchase Building a Financial Services Clientele textbook
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What are OCS Control Books?
OCS Control Books are a pocket-sized monthly planner used to organize and document your telephoning and appointment activities and results. You receive eighteen books with your classic starter kit order so that you can always plan six months ahead. The Control Book's ultra-portable size (4" x 7.5") and proven monthly planning format make it easy to organize your day and track your results.
Click here to view or purchase OCS Control Books
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What is a Yellow Suspect Card?
The Yellow Suspect represents a Qualified Suspect. Spaces are provided to quickly record key information so you can follow-up effectively. Simply complete a yellow Suspect card for each Qualified Suspect you obtain, then let the One Card System remind you when to call for maximum results. (200 per pack).
Click here to view or purchase Yellow Suspect Cards
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What is a White Prospect Card?
Once you have gained a valuable Prospect, use a white Prospect card to ensure each individual is called systematically to help you maintain open, active and productive relationships. Never miss an important contact with a valuable Prospect. Simply create a white Prospect Card and let the One Card System remind you to call at the proper time for maximum results. (200 per pack)
Click here to view or purchase White Prospect Cards
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What is the Success Manual?
Keep your sales activity on track with the proven tracking and measurement tool. Measure activity and analyze performance by recording all sales-related activity and results: Qualified Suspects, new Confidential Questionnaires, Cases Opened, Closing Interviews, Telephoning. Quickly calculate your Activity and Efficiency Points and document an entire year in this 32-page planning book. The Success Manual is also included in the OCS Annual Planner.
Click here to view or purchase Success Manuals
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What is a Fact Finder or Confidential Questionnaire?
Acquire the vital information you need to design accurate, effective proposals with this 6-page fact finder, which is designed to help you gain facts quickly. The One Card System Confidential Questionnaire provides a proven, systematic Fact Finding Interview format that gets complete factual information as well as gives you insight to your Prospects' inner feelings. Ensures that you make the most of your one chance to acquire the vital information you need to design accurate, effective proposals. 6-page, 8" x 11" fold-open form. (Pack of 50).
Click here to view or purchase Confidential Questionnaires
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What are Control Cards?
OCS Control Cards make it easy to track additions, rejections and status of Prospects in your system. Easily maintain your One Card System inventory of Clients, Prospects and Suspects.
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What is the One Thousand Clients Book?
Use this book to document your pursuit of the "Magnificent Obsession:" 1,000 Active Clients. Maximize your Client Building efforts with the only tool designed to provide a complete picture of your Client inventory.
Click here to view or purchase the One Thousand Clients Book
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What is the OCS Annual Planner?
Authorized by O. Alfred Granum, creator of the One Card System, the OCS Annual Planner combines the classic Success Manual and Control Books with the proven planner format. Now it's easier than ever to organize your day, track your activities and improve your bottom line. Whether you are an established producer following OCS to the letter, or are looking for tools that will take your sales to the next level, the Planner will help you take control of your day and focus on what matters most - your success.
Click here to view or purchase the OCS Annual Planner
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What comes in the OCS Refill Kit?
This is the Annual Refill kit for The One Card System. The Classic Refill Kit includes supplies for a full year's worth of sales activity.
Classic Refill Kit includes:
Success Manual
OCS Control Books (pack of 18)
White Prospect Cards (1 pack - 200)
Yellow Suspect Cards (4 packs - 800)
Click here to view or purchase the OCS Refill Kit
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