How do I start using the One Card System?
Put the One Card System into action with the OCS Planner 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 One Card System Essentials, a five-course online training program that will help you implement the system quickly and correctly.
The OCS Planner Starter Kit includes these components:
- Building a Financial Services Clientele Textbook
- One Thousand Clients Book
- OCS Card File Box
- Divider Tabs
- 200 White Prospect Cards
- 800 Yellow Suspect Cards
- Control Card
- OCS Essentials CD-ROM
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.