WELCOME TO PATRIOT INSURANCE GROUP
HOME SALES
Although we offer a wide assortment of contracts to assist with your sales in Final Expense. Becoming an expert in selling these products will help you become successful in this lucrative industry. You should receive your writing numbers from carrier you complete contracting paperwork with within 5-10 business days.
Additional carriers available to contract with are located under the Contracting-Licensing tab. List of suggested carriers in on Step 2.
The below Getting Started Training will help you navigate through our system and websites. Additional Carrier Training is located under the Training tab.
| Step 1 | Getting Started Training | Click Here to listen to the Getting Started Training
| | Step 2 | Recommended Carrier to use while in the field | Click Here to print out copy of this document to use in the field as a guide to what carriers to sell depending on clients health, age, or payment method. (Note: this will vary depending on the state you reside in)
Please send email if you wish to contract with any of the carriers. | | Step 3 | Attend Monthly Team & Training Call | Monthly Team & Training Call
Click Here to Enter Meeting
Dates and Times will be communicated through email
Dial-in: (712) 775-7031 Meeting ID: 251-234
Team Call-updates and insights
Field Training-short training segments to help in selling final expense | | Step 4 | Work with your hiring manager | Contract your hiring manager to assist with growing your business. They can assist you with 3-way calls to prospects and clients, ride-alongs, and train in setting leads. | | Step 5 | Review Monthly Bonus Program | Patriot Insurance Group offers a monthly bonus program. This is to reward agents who are writing for our agency and paid in addition to other bonus programs offered by carriers. Click Here to Listen to Training | | Step 6 | Order Leads
(optional) | Leads can be ordered once your writing number has been issued. The lead order process and order form is located under the Lead Program tab. | | Step 7 | Listen to and Master How to Sell Final Expense | Recorded Presentation to Sell Final Expense-taught by Wendell Bivens. Please note the supporting documents (End of Life Planner, In House Survey, Discount Caskets, Final Expense Solutions) taught in this training are located HERE. | | Step 8 | Optional Order Business Cards | Branded business cards and other product offerings can be purchased at our Company Store. The store is located under the Store tab.
 | | Step 9 | Print Final Expense Carriers Cheat Sheet | Used as a guide to determine what Final Expense carriers to sell in the field. Note this is also located under the Resources Tab/General Section and emailed to the field when carriers are added or updates are made. Two recorded trainings are available by clicking here and here. | | Step 10 | Sign up for Dialer (optional) | Patriot Insurance Group offers this dialer at a discounted rate of $99.99 for unlimited usage (normally $149.00). This is a month to month service and there is no contract to sign. You can upload new and old leads, create followup lists, have the dialer dial for you saving a huge amount of time, and store all of your contacts to use as a CRM.
Click here to Sign up and Learn More |
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