Best practices | New Agent Bootcamp

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New Agent Bootcamp

Welcome & Overview

Introduction (1:28)

Mindset

Understanding Our Clients (3:25)
Service, Assumptive, They Asked To Be Helped (0:51)
How Fast Can You Get Through Your First 100 Appointments? (2:25)
Tips That Help You As A 1099 Contractor (7:49)
Calling And Asking For Feedback (2:02)

Schedule Of A Full Time Agent

Part Time to Full Time (6:50)

Leads

Why Leads, How To Think About Leads And How Often To Get Leads? (4:45)
Buying Leads, and Keeping Inventory Like Any Other Business. Importance of Having Fresh Leads. (4:34)

Systems

Ringy (6:10)

Lead Types

Internet (5:36)
ILC- Lead Types (5:17)
Fex Mailers And Facebook Fex (4:42)
Mortgage (2:29)
Live Transfers (11:49)
Building A Good Lead Flow (2:25)

ILC Tutorial

Integrity Lead Center Walkthrough (3:59)

Application Walkthrough

Ethos Quote (4:16)
AIG (6:13)
Prosperity (2:40)
Aetna (12:03)
NLG (4:06)

Script For All Different Lead Types And How To Overcome Objections

Basic Objections and How to Handle Them (6:49)
Internet (4:10)
Aged Mortgage And Aged Final Expense (3:04)
Mortgage (3:45)

Dialing And Phone Script

Prepping For Dial Day (4:43)
Dial Tracker (3:14)
Final Expense (6:09)
Mortgage (28:49)

How To Limit No Shows

Where To Start? (2:14)
Phone Burner Dial Day and Independent Contractor (11:54)
Accountability - Zoom and WorkSpots (3:43)

In Home Presentation

What Materials Do You Need In The Home? (2:26)
How To Structure Your Appointment (10:21)
Mortgage (2:02)
Travel Trips (5:47)
How To Use The Financial Inventory Sheet And Why? (1:36)
Mortgage (Buying Time) - Whole Life (3:08)
Life Insurance Appointment (Internet) (5:05)
How To Present Your Numbers And Overcome Objections At The End Of The Appointment? (4:56)

Virtual Process

Selling Over Zoom (12:01)
One Call Close (2:21)

Underwriting And Product Guide

Product Overviews And How To Use The Underwriting Guides (3:49)
Insurance Tool Kits (1:55)

Ethos New Agent Starter Kit

Getting Started (3:54)
Our Products (3:55)
What's in it for you (3:55)
The agent portal (6:42)
How to get paid (2:45)
Marketing strategies (10:36)
Best practices (7:00)
Next steps (2:37)
Overview - Ethos x New Agent (3:54)

Recruiting

Basics Of Building An Agency (4:09)

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