Reference:

​Training Videos

Understanding Your Job:

• Being Self Employed - Click Here

• How We Get Paid - Click Here

• Taken Rate (Steve Kohn) - Click Here

• Hot Seat (Jason Blank) - Click Here

Marketing/Prospecting:

• Marketing (Alex Kontos) - Click Here

• Social Media Marketing (Leah) - Click Here

• The Referral Game (Sanquetta Taylor) - Click Here

• Prospecting and Qualifying - Click Here

CRM/Lead Sources:​

• Alternate Lead Sources (Jeannine) - Click Here

• iSales (Will Trujillo) - Click Here

• iSales: Utilizing Your $$$ (Carson Rogers) - Click Here

Presentations/Calling:

• Understanding the Competition - Click Here

• Presentation Training (Cam) - Click Here

• Premier Choice (Michael Santos) - Click Here

• Secure Advantage (Derek Livingston) - Click Here

• The Phone Master (Danilo Atenza) - Click Here

• Closing (Steven Timmons) - Click Here

Customer Service/Client Retention:

•  ​​Customer Service - Click Here

•  Customer Service and Retention (Paul Rishty) - Click Here

•  Policy Review - Click Here

Text Timeline:

Here are all the texts you should need. UPDATED 11/2018

How to have a client get an IntelliScript:

If you would like a copy of your report please contact us. Your privacy is important to us, so please have each individual 18 years of age and older contact us separately to receive his/her report.

Please note, your request may take 7-10 business days to process.

Report request phone number:  877-211-4816

Milliman IntelliScript email:   intelliscriptsupport@milliman.com

Please be prepared to provide the following information:

• Full Name (please spell your name if you’re leaving a message)

• Mailing Address (and e-mail address if you’d like to receive your report via e-mail)

• Phone number (we may call you if we have questions)

• Date of birth

• Last four digits of SSN

• Insurance company to which you applied for insurance