STEP 5: MANAGE YOUR BUSINESS

Topics: presentation, presentation guide

One of the most important habits you will develop as an insurance business owner is tracking your numbers. Numbers are the raw data that tells us where you need to improve.

Topics: appointment

Once a policy has been submitted to a carrier, it’s now in a Pending status until it’s issued. Your job is to see it through to completion. Here’s more information about what that looks like.

Congratulations for completing your training!

Your final step is to: