---
title: The End-of-Month Production Report for Insurance Agencies
description: "This template includes sections for your: production goals, overall product report, pending policy report and opportunities report."
image: https://blog.agentcubed.com/hubfs/EOM%20cover%20photo.png
---

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# Resources

We offer a selection of resources to help you stay up to date on the latest in health insurance marketing and technology. These documents will provide you with an in-depth analysis of topics in the health care marketplace.

## The End-of-Month Production Report for Insurance Agencies

## Numbers you need to track on a monthly basis

 

Monthly production reporting helps you track your overall goals and accomplishments and set a plan for the month ahead. This is important for informing your sales leaders, upper management, and individual agents on your team’s collective and individual performance and expectations for upcoming initiatives.

This template includes sections for your:

- Production goals
- Overall product report
- Pending policy report
- Opportunities report

![EOM cover photo](https://blog.agentcubed.com/hs-fs/hubfs/EOM%20cover%20photo.png?width=382&name=EOM%20cover%20photo.png)

 

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