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Resources recommended for the newest agent, all in one place.
IN HOME AGENDA
Step by step guide to properly set the table in-home.
FINANCIAL INVENTORY
Use this in every home, with every lead type, and fill out completely on every appointment.
FEX CHEAT SHEET
Use this to help you decide which carrier to go with.
10 FEX BENEFIT HANDOUT
Print this out and give to every Final Expense Lead and Whole Life Client.
AMERICO HMS BENEFITS
Show this to every client while gathering quotes for HMS Term.
WHOLE LIFE PRODUCTS
A bullet-pointed breakdown of Whole Life Products by Carrier.
TERM PRODUCTS
A bullet-pointed breakdown of Term Products by Carrier.
RX CARD REFERRAL
Use this to gather referrals when you give a client a prescription discount card.
ACCEPTANCE LETTER
Give this to your clients once their application has been accepted.
CLIENT PROFILE
Use this to keep accurate records of your clients.
BUSINESS TRACKER
Use this to track your dials
and appointments booked each week.
I AM YOUR POLICY
Use this to reassure your clients that they are putting their trust in the right person to protect their family.
CREMATION & BURIAL EXPENSE SHEET
This is a breakdown of the average cost of cremation and burial services.
REFUSAL OF COVERAGE
Use this form when a client, spouse, or dependent are refusing or canceling coverage.
EMERGENCY RESPONSE NETWORK
Use this to get the information for your client's emergency contacts.
CLIENT SURVEY
Use this to gather referrals from your clients after you protect them.
CLIENT REFERAL FORM
Use this to get referral information from clients.
STOP REPLACEMENT NOTICE
Use this to educate your clients on what to do if another sales rep contacts them about their policy.
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WHAT TO WRIBaymax CRM PROMOTE❓
Step 1 : Check Your Cheat Sheet for the BEST CARRIERS TO USE
Step 2 : Check Underwriting Guides
Step 3 : Check Application Health Questions
Step 4 : Still Unclear, Call Your Manager
YOU GOT THIS!
BEST CARRIERS FOR TELESALES
FINAL EXPENSE
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required (text signature)
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required (text signature)
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required (security question)
▪️ Fast E-App, Instant Decision
▪️ Easy for client.
▪️ voice signature
▪️ Fast E-App, Instant Decision
▪️ Easy for client.
▪️ Simplified and Guaranteed
▪️ Direct express Accepted
▪️ Fast E-App
▪️ Easy for client.
▪️ Voice Signature
▪️ Direct express Accepted
TERM LIFE | INDEX UNIVERSAL LIFE
▪️ Instant Decision
▪️ Simple Eapp
▪️ No Admin Work Needed.
▪️ CBO Option
▪️ Fast E-App, Instant Decision
▪️ No Admin Work Needed.
▪️ No signature required
▪️ CBO Option
▪️ Instant Decision
▪️ Simple for client.
▪️ Term | CBO | ADB
▪️ IULE (no Illustration req)
▪️ Fast E-App
▪️ Easy for client.
▪️ CBO available
▪️ Fast E-App
▪️ Easy for client.
DIRECT EXPRESS
ITIN
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