Training & Onboarding

Everything a new agent needs to get up and running — and everything a veteran needs to stay sharp.

🚀 New Agent Checklist

• [ ] Get your state insurance license
• [ ] Complete carrier contracting for each carrier
• [ ] Set up your dialer / CRM
• [ ] Complete your first role-play with your manager
• [ ] Shadow an experienced agent on a call
• [ ] Review the Objections & Rebuttals page
• [ ] Review the Carriers at a Glance page
• [ ] Set weekly goals with your manager

📞 The Sales Process — Step by Step

Step 1: The Opener

Build rapport fast. Keep it warm, not scripted. Lead with your name, company, and why you're calling.

"Hi, is this [Name]? Hi [Name], this is [Your Name] calling — I'm reaching out because you had inquired about final expense life insurance coverage. Did I catch you at an okay time?"

Step 2: Fact-Finding

Ask questions before pitching. Know the client's situation before you present anything.