AGENT TOOLS
Living Benefits
Critical, Chronic & Terminal Illness Rider Grids
Print multiple copies of each of these to use with your clients. These documents can be personalized by adding your contact info. Current contact info on documents is just an example and should be replaced with your contact information.
Needs Analysis
Print multiple copies of these worksheets.
Complete with your client, take a photo, and then text to your manager for a product recommendation.
Complete with your client, take a photo, and then text to your manager for a product recommendation.
Promotion Guide
Save this file and print it out so that you can stay focused on your goals and know what is needed to reach your next pay raise.
Carrier Contact Numbers
Save this list so you have quick access to the phone numbers to all of our different carriers at your fingertips.
Overrides and Pre-appointment States
This document will support you as you begin to grow and expand your team.Income Calculator
Use this excel sheet to figure out exactly how many leads you will need of each type in order to reach the income goals you have set for yourself.
Equis Corporate Emails
This list is perfect for when you need to know exactly who to contact to get the information you need.
Agent Pay by Contracting Level
Download and save your contracting level sheet so you will know the percentages you are being paid per carrier.
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