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Step 4 - Set Up Your Toolkit

1. Set up your agent portal with each carrier​

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  • You will receive a welcome email from each carrier with instructions on how to set these accounts up

  • These online account's will be how you access the carrier's e-apps and manage your business.

  • Use the link below to access the carrier websites.

Bookmark the carrier info tab​

  • Go to the Carrier Info tab at the top of this website and bookmark it​

  • Practice running quotes

2. Download & Print Sales Tools

  • ​​Create a folder on your desktop, one drive or google drive for easy access. Print in color.

  • Print 10 copies of the needs analysis worksheet

3. Set Up Whereby Account

  • Whereby is a FREE online video conferencing service and is a more user friendly option compared to Zoom. Whereby will not require the client to have an application downloaded to their device in order to access a video call and will increase the success of conducting the appointment via video. Video calls generally have a higher close rate
    versus phone appointments.

4. Set up HiHello

  • HiHello is a service to create a digital business card. This will help increase your credibility and professional appearance when engaging with potential clients

  • Watch the video below for a tutorial on setting up your account

  • Go to www.hihello.com to create your account

5. Activity Tracker & Organization Tools

Items needed to stay organized 

  • Appointment planner. Here is a planner on Amazon we recommend. Click Here. You can print the document below to use until you have the planner.

  •  1 inch binder and sheet protectors to keep sales tools organized​​

6. Profitability Calculator  

  •  Utilize this calculator alongside your manager to identify the metrics necessary to reach your goal​​

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