CARRIER BASICS

DON'T get bogged down by product knowledge. You will learn all you need following the steps below. 

1. Have Applications and rates for a few carriers

2. Call your manager while sitting with customer, be very positive about customers situation and ask manager what product to apply for.

3. Call carrier to do IN HOME APPROVAL application. GO PAPERLESS! 

4. PRINT the two PDF's below and put them in your binder to refer to in home. 

CARRIER OPTIONS

Pick one or two primary carriers and one guranteed issue carrier and write all your business with those select carriers. Dont spread your business out. 

Complete

NASBU

1-20 and Sales Test

Please inquire here on your carrier appointment status:

"Happiness does not come from doing easy work but from the afterglow of satisfaction that comes after the achievement of a difficult task that demanded our best." THEO ISAAC RUBIN