I know a lot of the vets here will probably laugh at most of this, but so many new agents are confused/lost about certain parts of the quoter. I figured I would make a quick post to explain how to use it more efficiently.
The main thing new agents ask questions about is the plan types...
LEVEL - this is the companies Immediate Death benefit plans. Some companies call their Level product PREFERRED, but it will show you that in the company list. Also keep in mind that some companies like Transamerica, Liberty Bankers, etc. have two different level products. The cheapest will be called
Source of insurance-forums.net
The main thing new agents ask questions about is the plan types...
LEVEL - this is the companies Immediate Death benefit plans. Some companies call their Level product PREFERRED, but it will show you that in the company list. Also keep in mind that some companies like Transamerica, Liberty Bankers, etc. have two different level products. The cheapest will be called
Comments
Post a Comment