Free Download-How to Build a Referral Network!

Are your clients reluctant to give out personal referrals? Most clients have no problem giving you the name of a professional with which they work.

Download this free guide to learn how to create a network of business professionals. The How to Build a Referral Network guide comes with a worksheet to collect professional referrals from your clients and sample scripts to use to contact them.

Pre-filled Life Insurance Application

pre-fill life app

Pre-filled Life Insurance Application Increase you office’s efficiency with pre-filled applications.  How many times do you have to fill out the same information on a life insurance application?  The client’s name?  Address and phone number?  Wouldn’t it be nice if there was a way to get pre-filled applications where you only need to input the […]

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How to Run A Quote in the OES

Social Media tips for insurance agents

How to Run a Quote using the One E-system (OES) In this video you will be shown how to use the OES to run a term life insurance or guaranteed universal life quote.  After the quote is run you can email the quote directly to your client using the OES.   If you are an […]

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Run a Life Insurance Needs Analysis

pre-fill life app

Life Insurance Needs Analysis Do you run a needs analysis or estimate the amount of life insurance your clients need?  If so, congratulations, you are helping your clients and distinguishing yourself from your competition.  The majority of agents skip over this part and don’t probe deeper when a client requests to buy life insurance.  Most […]

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How to Add a Customer into the One E-system

Social Media tips for insurance agents

Add a Customer In this short video I show you how to add a customer into your One E-system database.  This is the first step in the sales process.  The client information that you enter in this step will help when you move to the life insurance quoting stage and will also pre-fill the insurance […]

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