WHAT HAPPENS NEXT?
1. Click here to make sure you have set up your online accounts with the carriers and have access to the carrier's e-apps
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2. Owning what you sell is critical for your success. If you haven't already, send a completed needs analysis worksheet for yourself to your manager. Discuss with your manager what policy best suits you. Complete the application
3. If you have friends or family interested in life insurance, complete the needs analysis on them and text it to your manager. Discuss with your manager what policy best suits them. Complete the application
4. If you haven't already, work with your manager on what leads to invest in and join the next zoom dial session
5. Use the dial tracker when dialing and text it to your manager when you're finished with the times you booked the appointments for
6. 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
7. If it is an electronic application, make sure that you report the e-App on your Equis dashboard while you are still in the house
8. If it is a paper application, make sure to fill it out to the best of your ability and then scan it to your manager as a PDF so they can check it for any errors before you submit it on your Equis website
9. Never submit a paper application without your manager seeing it first and getting their approval
10. 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
.
2. Owning what you sell is critical for your success. If you haven't already, send a completed needs analysis worksheet for yourself to your manager. Discuss with your manager what policy best suits you. Complete the application
3. If you have friends or family interested in life insurance, complete the needs analysis on them and text it to your manager. Discuss with your manager what policy best suits them. Complete the application
4. If you haven't already, work with your manager on what leads to invest in and join the next zoom dial session
5. Use the dial tracker when dialing and text it to your manager when you're finished with the times you booked the appointments for
- Set up a time to talk to your manager to prepare for your appointments
6. 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
- If you've communicated correctly, your manager will respond RIGHT AWAY!!
7. If it is an electronic application, make sure that you report the e-App on your Equis dashboard while you are still in the house
8. If it is a paper application, make sure to fill it out to the best of your ability and then scan it to your manager as a PDF so they can check it for any errors before you submit it on your Equis website
9. Never submit a paper application without your manager seeing it first and getting their approval
- Never submit a paper application directly to an insurance company, it must be submitted through Equis
10. 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