Leads & Appointments

Virtual Sales Curriculum

The Daily Roundtable
Team Calendar
Schedule A Call with Heather
WhatsApp Chat
Needs Analysis

1. Creating Your Schedule | 2. Your Virtual Office | 3. Carrier Websites | 4. Leads & Booking

5. The Presentation | 6. Tracking & Reporting Sales Activity | 7. Daily Roundtable

4A. Integrity Lead Center

Watch on-demand trainings webinars on-demand.

Tune in to the Daily Roundtable call every Wednesday for Lead Center training & updates from Kristen Brockman. Use the link above to join at 9am cst.

ILC Training
Register & Login [pdf]
Set Up Wallet [pdf]
Instant Purchase Leads [pdf]
Manage Your Leads [pdf]
Request A Refund [pdf]

4b. Booking Appointments

Nick Burns Script PDF
Phone Objections PDF

Dialing Mortgage Protection Leads

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