AGENT TOOLS
ERS FORM
FREE LEADS AND REFERRALS
-Utilize the Emergency Response Form on every single family you help to ensure fast Processing upon death claims for your clients and generate referrals while adding an extra layer of VALUE
REPORT / SUBMIT New Buisiness
Applications need to be Reported within >48 hours to earn Contract Raises and Bonuses on Monthly Production Numbers.
Underwriting Tools
UNDERWRITING GRIDS
- Quick Reference Tool for Product Selection during Step 3 Client worksheet.
WEEKLY Sales Board #
ACTUAL Activity Numbers and Sales. #/#/#/#
Formula:
Appts booked / Appts Remaining / $Volume$ / # of Applications
We all start over at ZERO every Monday Morning!!
Contract Modification Requests
Contract Modification Requests
Add Carrier Contracts, E&O certificates, update Carriers to add new State Licenses ETC