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Virtual Insurance Opportunity

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Leads & Appointments

Virtual Sales Curriculum

Daily Coaching Call

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

6A. OPT! Leads Portal

Equis Lead Journey PDF

Watch this video to learn how to access leads directly from Equis Financial.

Link To OPT! Portal

Register & Login [pdf]

Set Up Wallet [pdf]

Instant Purchase Leads [pdf]

Manage Your Leads [pdf]

Request A Refund [pdf]

6b. Booking Appointments

IVR Lead Script PDF

Mail-in Lead Script PDF

Phone Objections PDF

Locking Down Your Appointments

Dialing Mortgage Protection Leads

© 2021-23 Yellowstone Life Group

© 2023 Yellowstone Life Group