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. 


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. 



1-20 and Sales Test

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