Step 3
SET UP YOUR VIRTUAL OFFICE
Learn the basic necessities for running virtual appointments.
Set Up Your Virtual Office
- Electronic items you will need for your virtual business include a computer, laptop, or tablet, as well as a phone and printer.
- You will need a workstation with a clean and minimalistic background to run your appointments in front of.
- Another beneficial item for success includes the Activity Tracker.
Set Up Your Whereby Account
- Whereby is the digital platform Equis uses to get clients on video for appointments.
- This platform requires NO DOWNLOADING, making the process seamless and easy for your clients.
Create Your Email Signature
Set up your email signature as follows:
- First & last name
- Senior Field Underwriter
- Mortgage Protection Division
- State license number
- Phone number
- Link to your Whereby account
