The Original One Card System is the proven financial services success method developed and validated by renowned industry expert Al Granum.
Thoroughly updated to reflect recent changes in the marketplace, today countless producers leverage Al's timeless concepts of activity management, 6-3 prospecting and promotion, and the 10-3-1 ratio to boost their sales efforts.
Who Uses the One Card System?
The One Card System is the agency and sales management system of choice for a host of producers - both those new to the business as well as Top of the Table members - as well as the many of the worlds most recognized financial services firms.
Some of our clients include:
- Northwestern Mutual Life Insurance Company
- Mass Mutual Financial Group
- New England Financial
- Securian Financial/Minnesota Life
- Prudential Corporation of Asia
- Penn Mutual Insurance Company
What is the One Card System?
The One Card System is an integrated suite of productivity tools and processes perfected by Al Granum, 2002 John Newton Russell Award winner. Al honed his system while his agency was breaking every sales record in the books, and today the OCS remains the classic model of agency sales effectiveness.
Al's philosophy - that career success comes through building a large, active client base - has launched countless success stories throughout the financial services industry.
Why Use the One Card System?
The process of building a large clientele is really the process of building relationships with people. Sales people are selling products, but customers are buying relationships.
Two primary keys to building solid, lasting relationships are:
1. You must earn your Clients' trust and respect by following through on your commitments. Simply put, you must do what you said you were going to do.
2. You must stay in touch on a regular basis through scheduled, personal contact.
Producers use the One Card System to:
- Maximize sales by harnessing the power of the 10-3-1 (qualified suspects-prospects-clients) ratio
- Obtain referred leads from every appointment
- Manage contacts and never miss another important opportunity to speak with a prospect or client
- Balance activities through points-based activity management that leads to predictable results
- Create a defined and repeatable sales process
- Organize for maximum productivity and efficiency
How do I start using the One Card System?
Put the One Card System into action with the OCS Starter Kit, which includes everything you need to prospect, track, maintain and build new client relationships. If a classroom training program is not available to you, we also recommend OCS Essentials: Producers Training, a five-course online training program that will help you implement the system quickly and correctly.
The OCS Starter Kit: Planner Edition includes these components:
- Building a Financial Services Clientele Textbook
- Productivity Planner
- One Thousand Clients Book
- OCS Essentials: Producer Training
- OCS Card File Box
- Divider Tabs
- 200 White Prospect Cards
- 800 Yellow Suspect Cards
- Control Card
Where do I get the One Card System?
The National Underwriter Company is the authorized publisher and distributor of the One Card System. To view the complete line of OCS products, click here.
If you would like to discuss your organization's unique situation - including whether the One Card System would be the right choice, please email our product team.