Sales Tools

Leverage these to tools to maximize your sales in person and over the phone

Phone ScriptsUse as a framework to help you sell

Client Care sheetFill this out for every prospect/client

Printables Home AppointmentsFill this out for every prospect/client

List of CarriersSales Toolused to Increase Your Credibility "I'm a field underwriter and independent Broker"

Product PortfolioTake this to your appointments and find the gaps you can fill by asking these questions

Door KnocksLeave this at your clients home to get 10x return

Underwriting Simplified Issue Whole LifeCarrier Side By Side

Medicare Needs AnalysisUse this in your Medicare Appointments

Mikala Mortgage Protection Zoom SlidesSell Via Zoom Using This

Basic Financial Form Fill this out with every client!

Continued Education Renew State Licensing

Agent Resources

CRM | Quote Tools | Product Guides | Leads

CRM | Quote Tools | Product Guides | Leads

CRM | Quote Tools | Product Guides | Leads

Medicare Tool Kit Agent Guides | Certification Links | 2024 Plans | Scripts | Templates

Life insurance Tool Kit Product Guides | Underwriting Tools | Client Brochure

Safe Haven Agency CRMHost | Communicate | Organize | Calls Texts Emails

Carrier LinksE-App | Agent Portal | Quote

Order LeadsRecommended Lead Options

Insurance Tool Kits Email ai@safehaven.agency for Free Account

Virtual AssistantHire a Dialer/VA

Submit Weekly NumbersLead discounts

Team Valiant Text AlertsGet weekly team updates via text

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