Virtual Sales Curriculum

The Daily Roundtable

Schedule A Call with Heather

1. Creating Your Schedule | 2. Your Virtual Office & Social Media | 3. Equis Resources | 4. Insurance Toolkit | 5. Carrier Websites

6. Leads & Booking | 7. The Presentation | 8. Tracking & Reporting Sales Activity | 9. Building Activity | 10. Daily Roundtable

3. Your Equis Dashboard

Link To EQUIS DASHBOARD

The Equis System

Equis System PDF

4. Insurance Toolkit

Insurance Toolkit is your first source for underwriting and quoting. Always consult your upline manager for guidance.

Link To INSURANCE TOOLKIT

Underwriting Tools

Term-UL Underwriting Grid

Term-UL Build Charts

Living Benefits by Carrier