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