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Financial Inventory
Use this with every lead type, and fill out completely on every appointment.
Client Information Form
Use this to collect information for larger cases.
In-Home Agenda
Step by step guide to properly set the table in-home.
Refusal of Coverage
Use this form when a client, spouse, or dependent are refusing coverage.
Acceptance Letter
Give this to your clients once their application has been accepted.
Stop Replacement Notice
Use this to educate your clients on what to do if another sales rep contacts them.
Term Cheat Sheet
Use this to help you decide which carrier to go with.
Americo HMS 10 Things
Show this to every client while gathering quotes for HMS Term.
Client Referral Form
Use this to get referral information from clients.
Client Survey
Use this to gather referrals from your clients after you protect them.
Tic-Tac-Toe Challenge
Great referral game that's proven to generate a ton of free leads
Rx Card Referral
Use this to gather referrals when you give a client a prescription discount card.
FEX Cheat Sheet
Use this to help you decide which carrier to go with.
10 FEX Benefits Sheet
Give to every Final Expense Lead and Whole Life Client.
Cremation/Burial Calc
This is a breakdown of the average cost of cremation and burial services.
Business Tracker
Use this to track your dials and appointments booked each week.
Emergency Network
Use this to get the information for your client's emergency contacts.
"I Am" Your Policy
Reassure clients they put their trust in the right person to protect their family.
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