Create a folder on your desktop, one drive or google drive for easy access. Print in color and laminate front and back

Print 10 copies of each needs analysis worksheet. This worksheet will be completed and texted to your manager on EVERY appointment to help you determine the right product for the client.
Needs Analysis Training: Complete the needs analysis for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.

Needs Analysis Training - Watch this video to learn how to complete the Needs Analysis during your client meetings

2 options for agent verification websites that we recommend are Ensurely or Secure Agent ID. Work with your manager to see which option is best for you.
These are client facing personalized websites that we use as a tool to help increase your credibility and professional appearance when engaging with potential clients. This tool will give your clients an easy method to verify your state licensing and will help you efficiently develop trust with your clients.
Ensurely.net
Secureagentid.com
If you choose not to obtain an agent verification website, you can text/email a copy of your insurance license to your client.

Secure Agent ID Supported by Brady Driscoll: https://www.secureagentid.com/pricing
Discount Code: THEODORE50

Whereby is a FREE online video conferencing service and is a more user friendly option compared to Zoom. Whereby will not require the client to have an application downloaded to their device in order to access a video call and will increase the success of conducting the appointment via video. Video calls generally have a higher close rate
versus phone appointments.

Matt Gibbons presents Equity Protection options during a full mortgage protection virtual appointment!

Needs Analysis Training - ​Watch this video to learn how to complete the Needs Analysis during your client meetings