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One Card System

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  1. Managing Through the One Card System

    Managing Through the One Card System

    $112.00

    Managing Through the One Card System provides step-by-step instructions for managing one or many financial representatives using the One Card System, the most successful practice management system.

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  2. OCS Fact Forms Confidential Questionnaire

    OCS Fact Forms Confidential Questionnaire

    $33.00

    Use these 6-page forms to capture the vital information needed to develop accurate, effective proposals. Learn More
  3. OCS Card File Kit

    OCS Card File Kit

    $115.00

    The OCS File Box is used to organize your OCS Yellow Suspect cards and White Prospect cards. With a capacity of more than 1,000 cards, you can effectively manage your long-range communications with suspects, prospects, and clients. The file kit keeps critical data at your fingertips with easy access to the information you need to maximize your sales and quickly build your client list. Learn More
  4. OCS Control Books

    OCS Control Books

    $38.00

    Keep monthly sales activity organized through the use of the OCS Control Book. You’ll receive 18 books that will enable you to maintain an ongoing plan six months ahead.

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  5. OCS: Yellow Suspect Card

    OCS: Yellow Suspect Card

    $22.00

    These cards simplify your client building activities with systematic call reminders that assist you in maintaining active and productive relationships. Includes a set of 200 Yellow Suspect Cards.
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  6. OCS: White Prospects Card

    OCS: White Prospects Card

    $22.00

    Using these cards, you’ll never miss an important contact with a Prospect because you’ll have a detailed reminder to initiate contact at the proper time. Includes a set of 200 White Prospect Cards. Learn More
  7. Success Manual

    Success Manual

    $18.00

    This classic planning book provides you with proven tools to analyze your monthly activity and results. Measure activity and analyze performance by recording qualified suspects, new FACTS, cases opened, telephoning, closing interviews, plus activity and efficiency points for an entire year. 

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  8. One Thousand Clients

    One Thousand Clients

    $18.00

    A handy journal that serves as a permanent record of your most valuable asset — your growing client base. One Thousand Clients is indispensable for helping producers master the client building approach of the One Card System. Learn More
  9. OCS Index Tabs

    OCS Index Tabs

    $18.00

    Additional index tabs for use in keeping information organized in your OCS file box. Learn More
  10. OCS File Box

    OCS File Box

    $31.00

    This sturdy, attractive box will hold more than 1,000 cards so you can effectively manage your communications with Suspects, Prospects, and Clients. Quick and easy access to the information you need puts you in the position to maximize your sales and build your Client list quickly. Learn More

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