Do you want your agency to thrive in the midst of this lock down? But you're not sure how
to implement virtual appointments?
Well, not many of you know this…
My practice has been 90% virtual since October 2019.
I am going to pull the curtains back
and share the exact process I used to get there (while maintaining the Trusted Advisor
model)…
Including:
-Why I went virtual…
-What platforms (I use 6 different software platforms, mostly cost $0)
-HOW and WHEN to use those platforms
-How we used virtual platforms to write 24 of our 57 life policies in 2019(and
l how I just sold a $10,000/year IUL completely virtual)
-Exact scripts/forms used for: prospecting, first appointments with new clients,
reviews with current clients, commercial, and life insurance
l
-How we leverage virtual appointments for team building and management
