Here is what to do next to get your 1st policy sold and get your 1st commission in your bank account:
a.) Owning what you sell is critical for your success. Discuss with your Manager what policy best suits you and others you may know.
b.) Talk with your Manager for what leads to start with.
c.) Buy Leads and get on the Training Center for Making Live Dials videos
d.) As you book appointments, track your activity and let your Manager know what time the appointments are set for.
e.) Set up a time to talk with your Manager to prepare for your appointments.
f.) During the appointment, be sure you fill out the Needs Analysis Worksheet, take a picture of it and text it to your Manager for a decision on which product to write for that client.
g.) If it is an Electronic Application, be sure that you report the E-App on your Equis website while you are still in the house.
h.) If it is a Paper Application, be sure to fill it out to the best of your ability and then scan it to your Manager in a PDF so they can check it for any errors before you Submit it on your Equis website.
i.) Never submit a Paper Application without your Manager seeing it 1st and getting their approval.
j.) Never submit a Paper Application directly to an insurance company, it must go through Equis.
k.) As your policy goes through the process with the insurance company, if you get an email from the insurance company asking for additional information, contact your Manager for help.
a.) Owning what you sell is critical for your success. Discuss with your Manager what policy best suits you and others you may know.
b.) Talk with your Manager for what leads to start with.
c.) Buy Leads and get on the Training Center for Making Live Dials videos
d.) As you book appointments, track your activity and let your Manager know what time the appointments are set for.
e.) Set up a time to talk with your Manager to prepare for your appointments.
f.) During the appointment, be sure you fill out the Needs Analysis Worksheet, take a picture of it and text it to your Manager for a decision on which product to write for that client.
g.) If it is an Electronic Application, be sure that you report the E-App on your Equis website while you are still in the house.
h.) If it is a Paper Application, be sure to fill it out to the best of your ability and then scan it to your Manager in a PDF so they can check it for any errors before you Submit it on your Equis website.
i.) Never submit a Paper Application without your Manager seeing it 1st and getting their approval.
j.) Never submit a Paper Application directly to an insurance company, it must go through Equis.
k.) As your policy goes through the process with the insurance company, if you get an email from the insurance company asking for additional information, contact your Manager for help.
TRACKING YOUR ACTIVITY
Submitting Applications and Managing Pending
- Watch the video below