Set Appointments

Appointment Setting

Field Underwriter's Toolbox

E. Phone Scripts & Dialing

SAMPLE LEADS: CLICK HERE to view some sample leads.

ACTIVITY TRACKER: CLICK HERE to view a sample page of the activity tracker. Activity trackers can also be purchased in the Equis back office.

PHONE SCRIPTS:
PHONE SCRIPT WITH NOTES AND OBJECTIONS
BASIC PHONE SCRIPT A LEADS
OLDER PHONE SCRIPT B,C,D LEADS
CALL IN (IVR) PHONE SCRIPT

VIEW ARCHIVED LIVE DIAL SESSIONS WITH BILL MARTIN

These are recordings of Bill Martin dialing leads and booking appointments. CLICK HERE!!

Watch Rob Jones & Mike Coe Set Appointments

F. In-Home Presentation

In-Home Road Map & Tools

In-Home Road Map [PDF] | Client Worksheet [PDF] | Emergency Contacts [PDF] | MP Reccomendations [PDF]

VIEW THESE IN-HOME PRESENTATION VIDEOS

NICK THEODORE – Tips that can be used in every house.
ROB JONES – Rob shows you how to run an appointment.
BILL MARTIN – Sit in the client’s chair with Bill Martin.
OBJECTIONS – Bill Martin on handling objections.