Course Curriculum
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Section 1: Course Introduction
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after you enroll
Section 2: Leadership Launch Section
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- Course Introduction (2:49)
- Leadership Downloadable Resources
- Leadership Set Up (32:13)
- Personal Insurance Quote Sheet with Life Insurance Request (10:21)
- Commercial Insurance Quote Sheet with Life Insurance Request (10:02)
- Personal Insurance Renewal Review Form With Life Insurance Request (6:58)
- Commercial Insurance Renewal Review Form With Life Insurance Request (4:56)
- Auto Endorsement Form With Life Insurance Request (3:54)
- Home Endorsement Form With Life Insurance Request (2:58)
- Life Insurance Quote Sheet (5:43)
Section 3: Student Course Overview
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Section 4: Introduction To Cross Selling Life Insurance
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days
days
after you enroll
- Introduction (9:36)
- Types of Life Insurance (7:57)
- Licensed vs. Non-Licensed (4:25)
- Cross Selling vs. Cross Educating (7:42)
- Why Life Insurance Is Critical (3:50)
- Getting Comfortable With Life & Tools (3:24)
- Common False Beliefs (4:58)
- Life Changes That Are Clues For Life Insurance (8:09)
- Finding Time To Cross Educate (4:02)
- How Life Insurance Impacts Agency Retention (2:28)
- Cross Selling Life Strategy (3:16)
- 4 Ways To Cross Sell (New Business, Renewals, Service Calls, Making Outbound Calls) (4:02)
- Quiz
Section 5: Cross Educating Life On New Business
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days
days
after you enroll
- Why Cross Educating New Opportunities is Critical (3:05)
- Building Rapport to Get the Cross Sale (8:09)
- 3 Questions To Ask Prospects (2:25)
- Sample Quote Sheet That Includes Life Insurance (9:20)
- Assuming the Quote (1:41)
- Hit Your Life Opportunity Potential (1:56)
- Cross Selling New Business Scripts (2:54)
- Sample Role Play Video (15:33)
- Quiz
Section 6: Cross Educating At Renewal
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days
days
after you enroll
- Why Cross Educating at Renewal is Critical (3:10)
- Conducting Renewal Reviews (7:59)
- 3 Questions To Ask On Renewal Reviews (4:00)
- Sample Renewal Review Form (16:38)
- Life Changes That Are Clues For Life Insurance (4:39)
- Cross Educating On Life Insurance When A Clients Is Concerned About Rate (3:48)
- Assuming the Quote & Remarkets (2:16)
- Hit Your Life Opportunity Potential (1:47)
- Cross Selling Renewal Scripts (7:58)
- Sample Role Play Video (18:37)
- Quiz
Section 7: Cross Selling On Inbound Service Requests
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days
days
after you enroll
- Why Cross Educating on Inbound Service Calls Is Critical (4:19)
- How to Pivot From Service to Education - Endorsements (11:05)
- 1 Question To Ask On Service Calls (4:03)
- Sample Endorsement Review Form (9:13)
- Assuming the Quote (1:14)
- Hit Your Life Opportunity Potential (2:12)
- Service Call Scripts (1:47)
- Sample Role Play Video (8:51)
- Quiz
Section 8: Making Outbound Life Insurance Calls
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days
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after you enroll
Section 9: Life Insurance Underwriting
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Section 10: Handling Objections To Getting A Quote
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Section 11: Presenting Your Life Insurance Quote
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Section 12: Handling Objections To Purchase & Follow-Up
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Section 13: Post Binding Plan
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