Agent Tools

the agent

must-haves

Everything you’ll ever need to print out.

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AGENT

PRINT-OUTs

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Refusal of coverage form

Print this form out for your client if they still refuse to be covered.

Americo Home Mortgage Series Protection Plan Features

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Policy Receipt

Print this out for your client’s policy receipt after they purchase their coverage.

CRM SCRIPT

Something to help you during your dial days

dial tracker

Keep yourself accountable by tracking your dials. Don't stop til you're booked up!

Simple Term with Vitality

John Hancock’s Simple Term with Vitality: Underwriting Guide

LIZ’S PHONE SCRIPT

Give this script a try for your dial days

Term and Final Expense Grid Sheet

All the Term and Final Product product overviews and height and weight.

first Person Script

Use this script if you’re planning to speak in first person.

Final Expense Worksheet

Print out the Final Expense Worksheet for your client.