Agent Resources

Here is a link to a Google Doc that includes Heather's scripts for all lead types.

Here’s a link to access our sales tracker. Please make a copy to a new sheet for your personal use.

Here’s a link to a PDF of Heather's dial tracker for your personal use.

Here’s a link to the PDF with our client financial sheet for your reference.

Here is a link to a PDF with carrier and FFL compensation guides, and a bonus guide.

Here is a link to a blank passwords file to keep all of your passwords and agent numbers organized. This is an uneditable copy, duplicate it to a spreadsheet owned by you to use it.