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2. Initial Training

Phase 2H-SFG Tools for Agents


Description
Learn how to fill out a sample insurance application and run sample quotes.
Content
  • Phase 2 Introduction
  • Client Qualification From (CQF)
  • Virtual Mentor
  • Quoting Software
  • Getting to Know Your First 3 Carriers
  • Insurance Product Applications and Agent ID's
  • Foresters Strong Foundation App EXAMPLE
  • Putting These Tools to Use: The Five Steps to Underwriting
  • Best Practices
  • Phase 2 Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever
Prerequisites