LIFE AGENT TOOLS
For Producers
For new Life Agents and Brokers, learning the job isn't hard because there's a lack of training resources, but because there's so much that it overwhelms them, or it's not put together in a way that's practical and workable. Life Agent Tools is a straight line system that takes all the training a new agent would need to look for, and puts it into a simplified plan of action that anyone with no experience can use to predictively get results. With Life Agent Tools, anyone who has applied themselves has learned to sell as effectively as someone with years of experience in as litte as a week or two. This system has helped many struggling agents and IT WILL help you IF you are willing to be 100% coachable and put in the work.
For Agency Builders
Many successful producers are great at selling, but they can't seem to duplicate themselves or they struggle to teach their team. This is because their style of teaching is personality dependent, not system dependent. Having a proven copy and paste system that new agents can follow ensures you can build efficiently with a lot less headache. You can have peace of mind knowing that regardless of anyone's level of experience or talent, they can learn the job in as little as a week. They get paid, you get paid, EVERYONE WINS! All the resources they need will be in one central location which frees you up to continue building and training on a much larger scale. Telesales or In-Home, we have you covered!
Watch The Overview Video For A Brief Look Inside
What Agents Are Saying
"Life Agent Tools is a necessary resource for newly contracted agents and builders who are seeking to start a team. Its step-by-step system walks you through the very start to from licensing/contracting to completed application. The basic steps are available to avoid delays in getting started. Not only is there a system for agents to get through an application from start to finish, there is a full telesales and in-home bootcamp. This builds confidence in the agent and is very helpful. It provides guidance and direction. Carrier information, scripts, links, forms and so much more. The new agents I’ve trained on the system have all had positive successes their first day. They also all mentioned how easy and simple it was to follow. It is full of valuable and needed information and it is all organized in a simple manner. It has helped me and my new agent tremendously. Their confidence in getting started is also recognized by other agents in the office and on our zoom calls. I love when I hear, it sounds like they know what they are doing. It’s because they do…everything is laid out and available and/or accessible in one place. Following the system and applying it with repetition will get you to the next level faster then starting with no clear direction or system to follow. The system saves time and helps agents gain years of experience at the very start. It’s totally worth it." - Melisha S.
"As a beginner agent, I am extremely grateful for this site! It's a very well thought out system that has given me what I needed to confidently dive into this business and close 3 applications on my very first day just by practicing the script and utilizing the tools on this website! It literally has everything you need to make a sale from start to finish. I have been here a month and a half and I've closed 10 applications while only working the business 3 days a week. It's made it so easy for me to get started after years of contemplating if this business was even for me! I'm so glad I came across this website!" - Yasmin G.
"I made my very first tele-sale using the script. It’s amazing how detailed it is—which allows the client to understand what is happening throughout the process and also leaves little to no space for rebuttals, which is HUGE. The life agent tools website has so many different tools to use throughout the call like short cuts to access how to guide the clients through the signing process as well as a video that explains the whole process of the sale which is extremely helpful for new agents."- Nataly B.
"Everyone knows like anything else, Telesales can be intimidating when you first begin doing it. However, with Life agent tools as a guide, it gave me confidence to continue. I was able to find all the information I needed at the tips of my fingers. Everything you need to run your telesales business is easy to find. Forms, details for each product, and applications. It’s all in one spot. Without Life Agent tools I would have been lost starting in the industry." - Amanda P.
"This system is incredibly robust. As someone new to the insurance industry, I felt confident from day one. On my first dial day using this script, I made my first sale! I’m truly grateful to Ralph for creating such an effective system for insurance agents. Whether you're a novice or a seasoned pro, I highly recommend this system for anyone looking to succeed in the industry" - Sandra B.
What's Included?
Full Telesales & In-Home Bootcamp
Although separate, both bootcamps are designed to complement each other in a way that you can switch between Telesales and In-Home without having to relearn a whole new structure. Both bootcamps thoroughly train you on what to do before, during and after the sale so that all areas of the business is covered!
​
Don't know underwriting or products good enough to feel comfortable with clients? No need to worry! You will be equipped with tools that will do the work for you. With these tools, you will be able to correctly place the client with the right carrier AND accurately communicate the product to the client in a way that sounds like you've been doing this for years!
Agent Resources & Step-by-Step Tutorials
More than just a training site, it's a all-in-one dashboard for everyday use where common sites, links, tools, forms and portals for every supported carrier is in one place for quicker access. Just a few of these tools are:​
-
E-application Guides for all supported carriers that take you step-by-step through each application so that you can understand the 'How', 'What' and 'Why', as well as avoid common obstacles faced by new agents during the application process.
-
E-Signature Guides. With telesales, it's very common for clients to get lost during the signature process which can possibly cost you the sale. With these guides, you will see what the client sees on their end, and you will be given a word-for-word script to guide them to the finish.
-
Policy Summary templates that are pre-built with policy details for every supported carrier and product. After you help a client, this tool is used to send to the client so that they have something on hand until their official policy packet arrives in the mail. It includes the benefits of the policy and a designated space for you to put their specific policy details (Start date, monthly premium, etc) and your information as well. This is a powerful tool for follow up and referrals.
-
Watch the Life Agent Tools Overview for a deeper look inside!
Supported Carriers
The Carriers currently supported are:
-
Aetna
-
Aflac
-
American Amicable
-
American Home Life
-
Americo
-
Corebridge
-
Gerber
-
Guaranteed Trust Life
-
Kansas City Life
-
Liberty Bankers
-
Mutual of Omaha
-
National Life Group
-
Royal Neighbors
-
Transamerica
List of carriers will be added to periodically.
Agent Website
