7 Step Start-Up Program

ON    STEP 

3

GET MY BAG READY

Put together my underwriting folder and field binder.  Print all my forms.

docs.jpg

Print The Carrier Applications

  • Visit the Equis Carrier Resources and find the 5 carriers listed below and ONLY PRINT the product applications listed below.  MAKE 2 COPIES OF EACH:

    • FORESTERS - Strong Foundation Term & Planright FE

    • GREAT WESTERN - Guaranteed Issue

    • AMERICAN AMICABLE - Home Protector & Senior Choice
    • CFG - Safeshield Term & Dignified Choice Elite FE

    • MUTUAL OF OMAHA - Term Life Express, Living Promise, & Guaranteed Advantage

docs.jpg

Print The Underwriting Grids

 

  • Print the BASIC Underwriting Grids and place in your field binder

  • Print the Term and UL Simplified Underwriting Grid and place in your field binder

  • Print the Final Expense Underwriting Grid and place in your field binder

docs.jpg

Print The Sales Materials

  • Print and study each of the separate sales sheets.  Use these ONLY when needed.  These are great to refer to when sitting with clients to help VISUALLY answer a question for them.

  • If you don't know the answer to a question, use the sales materials to help guide you and come across confident to the client.

INSURANCE TOOL KIT.png

Access My Virtual Underwriting Toolkit

  • USE THIS ON EVERY APPOINTMENT​!!

  • We have partnered with Insurance Toolkit to provide our agents state-of-the-art underwriting technology.  This tool will help assist you in qualifying your clients for coverage.

  • You can put there medical condition and medications and it will tell you what they qualify for.  

3