General Resources
GENERAL RESOURCES
Agent Number, Phone Interview and Carrier Phone Number Reference Sheet (PDF Format)
Agent Number, Phone Interview and Carrier Phone Number Reference Sheet (EXCEL Format for Editing)
Dialer and CRM - PatriotDialer Plus - Dialer & CRM Program
Discount Caskets.pdf
Delivery Notice for Door Knocks
End of Life Planner with Websites for Discount Caskets
End of Life Planner without Websites
End of Life Resources
Final Expense Comparisons Cheat Sheet
Final Expense Solutions - front side
Final Expense Solutions - back side
Flow Chart - How to Sell Between Settlers, Great Western and AIG
Flow Chart - How to Sell Between Level Coverage, Great Western, Graded, Modified and Guarantee Issue
FTC Funeral Rule
Paramed Service - ExamOne - Earn Free Leads
Patriot Monthly Bonus Program
Referral Marketing Ideas and Templates
(Supporting Training under Training/Boot Camp)
Steps for Success
Staples Copy and Print Discount Program
Tax Program (MAC and Windows Capabilities) Small Business Tracker