New Business Supplemental Application
Section I - AIM Capital Onboarding
Chapter 1 - AIM Capital
Section II - Mortgage Protection (HOT) Lead Program
Chapter 2 - The Mortgage Protection Phone
Mortgage Protection Phone Script for In Person
Chapter 3 - Mortgage Protection Appointments
Pre-Appointment Preparation In Person
Pre-Appointment Preparation Virtual
Filling Out the Application Script
Chapter 4 - Closing the Sale
Point of Sale (Gillette Close)
Chapter 5 - Post Sale Essentials
Reporting Link
Section III - Current Policy Review (CPR) Lead Program
CPR Phone Script
CPR Phone Objections
Chapter 7 - The CPR Appointment
CPR Preparation
Running the Numbers on MAPS Software
Forms Needed for CPR Appointments
Aaron’s Presentation for Talcott CPRs
Chapter 8 - CPR Post Sale Essentials
Post Sale Essentials
Section IV - Term Conversion Lead Program
Chapter 9 - The Term Conversion Phone
Term Conversion Phone Script
Term Conversion Phone Objections
Chapter 6 - The CPR Phone
Chapter 10 - The Term Conversion Appointment
The Term Conversion Presentation
Term Conversion Sheet
Chapter 11 - Term Conversion Post Sale Essentials
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Section V - Additional Products and Resources
Chapter 12 - Additional Products
Living Trusts and Annuity Script
Tim Connors 10 Rules of Selling
Section VI - Hiring a Caller
Chapter 13 - Hiring a Caller
Interviewing and Looking for a Caller
Essential Rules for Calling - Caller Edition
Training
Paying for a Caller
Shelf Life of a Caller
Appointment Setter’s Phone Scripts
Appointment and Activity Tracker
Random Websites
Utility Links
New Business Supplement Form (Delivery Change Form
New Agent Training