SALES TRAINING
MARKETING LEAD SYSTEM
Finding the right prospects is one of the biggest challenges independent agents face. We have many ways to assist you in this from lead vendors to client retention, referrals, and marketing materials.
ONLINE PRESENCE
Running your own business is no easy task, and your to-do-list is guaranteed to never end. However, you should never use this as an excuse to take shortcuts when it comes to having an online presence.
PHONE SALES
Nearly 75% of insurance business sold in 2018 and thereafter will be transacted over the phone and through the internet. The senior insurance market is no exception.
SEMINARS
Holding seminars is one of the most effective ways to gain new business, but with worries of compliance, many agents hesitate to capitalize on the opportunity. Our seminars-in-a-box are compliant and ready to use.