FORT COLLINS COLORADO-AMERICAN INCOME LIFE
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Phone Setting
Rapport
Introduction to lead type
No Cost Benefits
Referral Collection
Transition into Life Insurance
Needs Analysis
Mandatory Read Off Letter
Final Expense
Income Protection
Mortgage
Child Education
Option Close
Application
After Receiving Agent Number
>
Zoom Account setup
Impact Mobile Request Form
After Impact set up-Lead Request
AML Compliance
Orasure Training
Workplace Ethics
Agency Resorces-Online Sources
EAPP set up-Day one
Impact Mobile Training Videos-Day One
AIL Laptop on demand website-Day One
Agency Resource Center
Agent Work Space
Power Points-Refferal-Docusign
EAPP Training
Printer Download
ICM Payroll Training Videos-Day Five
Recruiting
Home
Team
Conservation
Underwriting / Mods
Questionairs
Change of Ownership
Docusign Instructions
Training
Presentation
>
Phone Setting
Rapport
Introduction to lead type
No Cost Benefits
Referral Collection
Transition into Life Insurance
Needs Analysis
Mandatory Read Off Letter
Final Expense
Income Protection
Mortgage
Child Education
Option Close
Application
After Receiving Agent Number
>
Zoom Account setup
Impact Mobile Request Form
After Impact set up-Lead Request
AML Compliance
Orasure Training
Workplace Ethics
Agency Resorces-Online Sources
EAPP set up-Day one
Impact Mobile Training Videos-Day One
AIL Laptop on demand website-Day One
Agency Resource Center
Agent Work Space
Power Points-Refferal-Docusign
EAPP Training
Printer Download
ICM Payroll Training Videos-Day Five
Recruiting