User
Write something
New Agent Orientation is happening in 3 hours
Overflow of Appointments
Anyone selling in Texas or Florida? I have some overflow of appointments and leads and need someone to close them.
Zoom presentation
Hey guys, anyone willing to let me be a fly on the wall through a full zoom presentation while showing a prospect options? I’ll put quality control as my name, and keep my camera off and on mute! I will not interfere, or ask questions during the appointment. I’m a visual learner I have to see things done in order to retain information as it is a hands on video presentation. If not, are there any recordings available or videos I can watch to see a full preso of the options being shown. This would help a lot.
Daily Calls
If you’re new (like I am), jumping on these random calls is super beneficial. Being able to ask questions to the experts in the field is super valuable…plus they don’t mind if you ask questions. It’s crazy, right? People there that actually want to help!?!
Deep Dive With the Sales Experts- Must join every week!
Thursday, June 5 | 11 am ET Deep Dive With the Sales Experts Host:SVP of Sales Operations Jason Ditson, Director of Engagement and Fulfillment Micheal Muench, National Sales Trainer Shawn Lyons, Senior Director of Engagement Applications Tim Rawlins and SVP of Field Sales Todd SpiveyRecommended Audience:All Agents. https://us02web.zoom.us/j/86118142725#success
F💯ollow-up text after a policy is in place
Policy Approval Text or Email [Client name], First, I want to congratulate you again on qualifying with our premier company, providing the best protection for families well over 100 years. Important Reminders: Your policy will be delivered within 1-2 weeks. Your Policy #: AM01521490 Insurance Provider: [Carrier] Insured: [client name] Beneficiary: [name] Face Amount: $12,000.00 Monthly Premium: $96.69 Monthly Draft: 01/21/2023 Why: to cover funeral and final arrangements so [beneficiary name] doesn't have to. Nobody should be contacting you about your coverage or policy. If any other agent does - be sure to give them my information and I am happy to speak with them. Be sure to save my information - if anything changes in the future or you have any questions - do not hesitate to reach out! I am grateful to be able to serve you and your family [name] . I look forward to speaking with you soon. Best, Drake Stratton
1-10 of 10
Peterson Agency Success Group
skool.com/petersonagency
Symmetry Financial Group
Leaderboard (30-day)
Powered by