FIVE STEPS TO GET STARTED

Learn our process and download tools through these five steps. At the end of Step 5, you can schedule your New Agent Kickoff Training to get the rest of your questions answered. 

STEP

1

SET UP YOUR FOUNDATION with tools you’re going to need as well as a breakdown of the core insurance carriers you’ll be using to protect families…
STEP

2

UNDERWRITING TOOLS: Access valuable tools to help you become a great underwriter, including the toolkit and underwriting guides…
STEP

3

WORK WITH LEADS: Discover how leads work and how to work them, including sample dial sessions, scripts, handling objections and more…
STEP

4

RUN APPOINTMENTS: Master the 20 minute appointment with a recorded sample, presentation guide and how to use the underwriting form…
STEP

5

MANAGE YOUR BUSINESS: Learn all about maintaining and growing your business by tracking numbers, keeping a schedule, working your pending and more…