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New Agent Training
Introduction
Welcome, New Business Partner!
Meet the Managers on AMPM!
Links / Downloads
Rate Book
Assessment
Paperwork
20 Point Sheet & Production Chart
Rate Book
Final Expense App
Calculations & Money Sheet
Paperwork Completion
Assessment
Presentation
Presentation Book (PDF)
Presentation - Rapport Building
Presentation - Discovery Questions
Presentation - Outline
Power Questions and Insurance 101
Compare Funeral Home Prices - Website
Calculations & Money Sheet
Pre-Close
Presenting the Numbers & The Close
Payment Options
Solidify the Sale
Assessment
Leads
Types of Leads
LH TV Commercial
Pre-Approach Letters
How To Order Leads
How To Work A Lead
Assessment
Funeral Consumer Guardian Society (FCGS)
What is the FCGS?
Traditional Life vs Funeral Advantage
FCGS Part A, Part B and Membership Form
Assessment
Phone Calls
Training Video
Tips
Script
Objections
Assessment
Door Knocks (DK) & Neighborhood Enrollments (NE)
Door Knocking
Door Knock Script
Door Knock Tips
Neighborhood Enrollment
Assessment
Telesales
Telesales Recording
Telesales Outline & Script
Telesales Tips, Instructions, & After Hours Script
Referrals
Referral Script (In-House)
Referral Phone Call
Tips
Assessment
MISCELLANEOUS
Generating UPS Label
How to Check Underwriting
How to get Requested Docs
How to Upload Files
LH Policy Portal
Telesales Tips, Instructions, & After Hours Script
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