New Agent Training

New Agent Training

A. Goal Setting & Your Schedule

Consult with your manager:

  1. Discuss your Income Goals.
  2. Establish your Schedule and Lead Strategy to achieve your Income Goals.

B. Association & Training

Plug In to Training Calls

Attend Live Training Events

C. Set-up Your Smart Phone

Create Shortcuts on Your Smartphone

THECARDINAL.LIFE
MYEQUISFINANCIAL.COM

Quoting & Underwriting Tools:

Need to know how to setup a Shortcut or Bookmark on your phone? Google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.

Carrier Contacts:

1) Fill out the “ONE PAGER FOR CARRIERS” with your writing numbers and passcodes for the various carriers and their websites.

2) Enter the carrier contact info into your phone, along with your writing numbers, so you can reach the sales desk and underwriters if you have questions or need to complete risk assessment.

3) Call or log on to each carrier’s website that you are contracted with and order some marketing materials to be left behind with each client. The sales desk will help you with what to order.

Bookmark this Living Benefits video on your phone:

D. Get Your Bag Ready

IMPORTANT! As you receive your welcome emails from carriers, with your writing number, immediately log-in to the carrier website and set-up your web account. You do not want to get in front of a client and be unable to access the carrier's resources because you have not properly prepared.

Print Paper Applications

See the application checklist below; print at least 2 copies of each application.

Print Underwriting Worksheets

Print multiple copies of the Field Underwriting Worksheet. You will fill this out while sitting with clients to determine eligibility for coverage. Text the completed worksheet to your manager and post it in the In-Home Cornerstone Concierge GroupMe.

In-Home Tools

Print these items in COLOR and laminate or place in clear sheet protectors and keep in your field binder. Or, if you are using an iPad or laptop in the field, download these tools to your device for reference.

Field Prep Links:

Application Checklist
Paper Applications on DropBox
Field Underwriting Worksheet

E. Phone Scripts & Dialing

SAMPLE LEADS: CLICK HERE to view some sample leads.

ACTIVITY TRACKER: CLICK HERE to view a sample page of the activity tracker. Activity trackers can also be purchased in the Equis back office.

PHONE SCRIPTS:
PHONE SCRIPT WITH NOTES AND OBJECTIONS
BASIC PHONE SCRIPT A LEADS
OLDER PHONE SCRIPT B,C,D LEADS
CALL IN (IVR) PHONE SCRIPT

Click play on the audio player below to hear phone script training from RM Nate Maddox:

Watch Rob Jones & Mike Coe Set Appointments

F. In-Home Presentation

VIEW THESE IN-HOME PRESENTATION VIDEOS

NICK THEODORE – Tips that can be used in every house.
ROB JONES – Rob shows you how to run an appointment.
BILL MARTIN – Sit in the client’s chair with Bill Martin.
OBJECTIONS – Bill Martin on handling objections.

New Agent Training

A. Goal Setting & Your Schedule

Consult with your manager:

  1. Discuss your Income Goals.
  2. Establish your Schedule and Lead Strategy to achieve your Income Goals.

B. Association & Training

Plug In to Training Calls

Attend Live Training Events

C. Set-up Your Smart Phone

Create Shortcuts on Your Smartphone

THECARDINAL.LIFE
MYEQUISFINANCIAL.COM

Quoting & Underwriting Tools:

Need to know how to setup a Shortcut or Bookmark on your phone? Google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.

Carrier Contacts:

1) Fill out the “ONE PAGER FOR CARRIERS” with your writing numbers and passcodes for the various carriers and their websites.

2) Enter the carrier contact info into your phone, along with your writing numbers, so you can reach the sales desk and underwriters if you have questions or need to complete risk assessment.

3) Call or log on to each carrier’s website that you are contracted with and order some marketing materials to be left behind with each client. The sales desk will help you with what to order.

Bookmark this Living Benefits video on your phone:

D. Get Your Bag Ready

IMPORTANT! As you receive your welcome emails from carriers, with your writing number, immediately log-in to the carrier website and set-up your web account. You do not want to get in front of a client and be unable to access the carrier's resources because you have not properly prepared.

Print Paper Applications

See the application checklist below; print at least 2 copies of each application.

Print Underwriting Worksheets

Print multiple copies of the Field Underwriting Worksheet. You will fill this out while sitting with clients to determine eligibility for coverage. Text the completed worksheet to your manager and post it in the In-Home Cornerstone Concierge GroupMe.

In-Home Tools

Print these items in COLOR and laminate or place in clear sheet protectors and keep in your field binder. Or, if you are using an iPad or laptop in the field, download these tools to your device for reference.

Field Prep Links:

Application Checklist
Paper Applications on DropBox
Field Underwriting Worksheet

E. Phone Scripts & Dialing

SAMPLE LEADS: CLICK HERE to view some sample leads.

ACTIVITY TRACKER: CLICK HERE to view a sample page of the activity tracker. Activity trackers can also be purchased in the Equis back office.

PHONE SCRIPTS:
PHONE SCRIPT WITH NOTES AND OBJECTIONS
BASIC PHONE SCRIPT A LEADS
OLDER PHONE SCRIPT B,C,D LEADS
CALL IN (IVR) PHONE SCRIPT

Click play on the audio player below to hear phone script training from RM Nate Maddox:

Watch Rob Jones & Mike Coe Set Appointments

F. In-Home Presentation

VIEW THESE IN-HOME PRESENTATION VIDEOS

NICK THEODORE – Tips that can be used in every house.
ROB JONES – Rob shows you how to run an appointment.
BILL MARTIN – Sit in the client’s chair with Bill Martin.
OBJECTIONS – Bill Martin on handling objections.