IN HOME PRESENTATION
APPOINTMENT TOOLKIT:
Tablet device with cellular
E-Apps bookmarked on your device- Americo, MOO, AmAm, Prosperity, AIG, Foresters,
Credibility Sheet & Financial Inventory (print one for every appointment)
Business Cards
Product Brochures (order from each carrier)
Appointment Leads
License or badge
APPOINTMENT TOOLKIT:
Tablet device with cellular
E-Apps bookmarked on your device- Americo, MOO, AmAm, Prosperity, AIG, Foresters,
Credibility Sheet & Financial Inventory (print one for every appointment)
Business Cards
Product Brochures (order from each carrier)
Appointment Leads
License or badge
IN A HOME AND NEED HELP?
Call: 985-413-2528
or
Post your question in our slack channel.
HAVE ONBOARDING QUESTIONS?
Email loretta@duetfinancial.com for questions about contracting to onboard, & training.
PHONE BURNER
ZAPIER
Import Leads automatically
Automatically imports lead from a vendor to a phone burner