Learn How To Set Appointments Using Internet Leads.
Set appointments with Interactive Voice Response (IVR) Leads.
Purchase Leads in OPT!
Opt! is a software program used by Equis Financial to manage the distribution and handling of our leads.
Access Opt! on your Equis dashboard under "Leads" - "Opt! Login."
DO NOT pay for Opt! Premium (unless you want to)... It's not needed to order or manage your leads.
Contact the Lead Department if you have any questions (828) 299-9600.
Watch the OPT! walk-through video ->
Step 6: LEARN HOW TO HELP FAMILIES
Watch virtual appointments from start to finish, as well as appointment breakdowns from virtual coaches.
(1/2) Term Life Sale: Watch Noell Hughes run a virtual appointment from the time she gets her clients on camera, determining the best product for them, to the transition of filling out their application.
(2/2) Whole Life Sale: Watch Noell Hughes transition to the Needs Analysis for a critical time period sale.
*Noell used the same techniques from the Term Life Sale appointment up until the transition to the Needs Analysis.
(1/2) Virtual Coaches Analyze Term Life Sale: Virtual coaches watch and break down Noell's Term Life Sale appointment to help you understand the ins and outs of WHY Noell does and says particular things during her appointment.
(2/2) Virtual Coaches Analyze Whole Life Sale: Virtual coaches explain why Noell transitioned into the critical time period presentation during her virtual appointment.
Get The Client On Video
Download Mortgage Protection Needs Analysis
Download the Mortgage Protection Needs Analysis to utilize during your appointments!
Final Expense Sale: Watch Jonathan Burns run a virtual appointment from the time he gets his clients on camera, determining the best product for them, to the transition of filling out their application.
Use The Needs Analysis Worksheet On Every Appointment