It's Time to Quote!
Many agents struggle to get moving forward because they think they need to learn all of the carriers and products before they can start setting appointments. However, if you took all of the time it would take to do that, you will go broke and the carriers will probably change something before you start writing business. We recommend that you start setting appointments then use these tools to start running quotes, along with assistance from your mentor.
Start with the CORE CARRIERS and SIMPLIFIED ISSUE as often as you can!
While there are so many products that are available to you to help your client's protect their family, eliminate debt, plan for their retirement and so much more, we recommend that new agents start with Mortgage Protection B leads (Bonus leads available on OPT) and practice the K.I.S.S. method - Keep It Simple and Successful! That means offering no more than 3 options to your clients (Full Payoff, Partial Payoff and Critical Period/Equity Protection or a Cash Back Option-depending on their health and age), simplified issue term with Core Carriers. Use these quick links to access quoting pages for Core Carriers.
