Virtual Resources

Virtual Sales Start-up

Step 1: Get Contracted

Get appointed with our core carriers to begin writing business.

Step 2: Create Your Schedule

Design a schedule that best fits your business plan.

Step 3: Set Up Your Virtual Office

Learn the basic necessities for running virtual appointments.

Step 4: Download Underwriting & Quoting Tools

Utilize carrier quoting tools for appointments.

Step 5: Learn To Set Appointments

Listen to live dials for different types of leads.

Step 6: Learn How To Help Families

Watch a virtual appointment from start to finish.

Step 7: Track Your Activity

Learn about the predictable sales model for tracking your business.

Step 8: Continue Learning Daily

Participate in Daily Coaching Sessions Monday - Friday at 10 AM ET.