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Field Training Tools

Tools for determining client needs, carrier preferences, quoting as a new agent.

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DIME, budget, credit score, referrals.

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Client Intake Form with Tax Boxes

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Send a quote using this form

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Carrier Preference

Which client is best for what situation?

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Submitting As a New Agent

How to get a quote without a writing number.

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Underwriting Cheat Sheet

How much coverage and which carrier is best?

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