Before after and during sale

-BEFORE CALL

Business card Template

Password sheet

-Organizing writing numbers and logins for each carrier

E-app Quick link page

-Allows for quick access to applications and backoffice with ALL carriers

Insurance Toolkits Link

-Allows you to quote and see options with most carriers

• Username: [email protected]
• Password: Vantagefinancial1
• Allows us to quickly quote clients to have an accurate understanding of what products they can get

Another quoting tool is

Integrity Connect quoter

TRACK YOUR DIALS/ACTIVITY

KPI TRACKER

-DURING CALL

You need to track your clients info during sales call incase you need to pivot to another carrier or even service the policy after the fact

This can be done in 2 ways: A notebook or even google doc. Here is a template you can make a copy of and use.

Blank Health notes sheet