Templates

You will find various templates that we have found to be helpful in a multitude or areas... this however is not all inclusive.  

On the phone

Contact Attempt

Lead Tracker Calls

Lead Tracker Appts

In the house

Presentation Worksheet (does require Publisher and is 2 sided)

Presentation Worksheet PDF  (this is a pdf and can't be edited, this is if you do not have Publisher)

Your Home

Your Policy

Your Policy leave behind with client

Submitting business

Cover Sheet

Medical Impairment Sheet

Disability Information Sheet

After the sale

Postcard (does require Publisher and is 2 sided)

Postcard PDF (this is a pdf and can't be edited, this is if you do not have Publisher)

First Week Letter

Weekly Letter