pitches
Word Tracks
Text for old leads
Hey Mary, Wanted to check in and see if you had a minute to finally get that coverage in place for your family before the rates go up tomorrow. They have me in the office til 5, so let me know and we can knock it out in about 7 mins. If now is not a good time, then just have a Happy new year and let’s get on a call next week. Talk soon, Your Name
Voicemail
Hey this is (your name), I was just giving you a quick call from Veteran Benefits in regard to that request you had submitted. When you get this voicemail give me a call back in a timely manner. You can reach me at my direct line number.. “your number” repeat it twice
tools
Crankwheel
Use Crankwheel to share your screen with clients and build credibility.
Insurance Toolkits
You'll use Insurance Toolkits (Username: mley1014@gmail.com Password: Insurance2025). You can enter your clients information and it will tell you which carrier to use.
After toolkits, always run Americo first to see if they match the price of the carrier suggested by toolkits. Americo is the best product and save the clients information so if they're denied you can use it in additional apps. If the price is too high, you can move on based on the suggestion from toolkits.