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SALES & QUOTING TOOLS

PHONE SCRIPTS:

New! Mortgage Protection Phone Script Guidelines For Older Leads

Jeremy Miner Sales Script


Purdy Agency Digital Lead Script: NEPQ Style


Miranda's Quick Razor Process Script


NEW! SALES TOOLS:

Financial Fire Drill Calculator

*Make a copy to access an editable version of the Fire Drill Calculator.

To make a copy:
1. Click "File" (in the top left menu bar)
2. Click "Make A Copy" (in the drop-down menu)
3. Rename the copy of the document
4. Click "Make A Copy"
5. Use your copy of the document as your 'editable working version'


**DO NOT make any changes to green and white sections
of the Financial Fire Drill Calculator document once copy is made
or you have downloaded it! This will alter correct results!

 

NEW! PRESENTATIONS:

How To Avoid No-Shows
 
Game Planning
 
Rugrats
 

CARRIER DOCUMENTS & CHEAT SHEETS:

Symmetry Underwriting "Cheat Sheet"

MOO Knockout Drug List

Americo Agent Guide

AMAM - Home Certainty Agent Guide

AMAM - Term Made Simple

 
 4-Step FIF Reset Cheat Sheet
 

HOW TO LOOK FOR ADVANCED MARKETS OPPORTUNITIES:

Advanced Market Script by Micki Fish


LOG IN TO HQ FOR MORE SCRIPTS & RESOURCES:

HQ Scripts for Agents
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