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