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2. Initial Training

Phase 2H-Applications and Quoting Software (3-5 hours)


Description

Learn how to fill out a sample insurance application and run sample quotes.

Content
  • Get your Agent ID's from Each Carrier
  • Virtual Mentor
  • Fill out a Sample Application
  • Check and Submit Your Applications
  • iPipeline Forms Tutorial
  • Quoting Software
  • Sample Client #1
  • Sample Client #2
  • Sample Client #3
  • Best Practices
  • Phase 2 Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever
Prerequisites