2024 Equis Dashboard Virtual Sales Curriculum The Daily Roundtable Team Calendar Schedule A Call with Heather GroupMe Needs Analysis 1. Creating Your Schedule | 2. Your Virtual Office & Social Media | 3. Equis Resources | 4. Insurance Toolkit | 5. Carrier Websites6. 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 NEXT PAGE © 2021-23 Yellowstone Life Group
