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Step 7 - Running Appointments

  • ​We run Virtual appointments using Whereby to get our clients on video. 
    The box below shows the structure/flow for Virtual appointments.

    (refer to Step 6 for Setting Appointments)
Virtual Appointment Structure/Flow
  1. Call Client
  2. Verify Info on Lead Sheet
  3. Verify Your Credentials by Sending Email to Client
  4. Build Rapport
  5. Complete Needs Analysis
    (text it to your manager)
  6. Run Quotes & Present Pricing
    (based on product recommendation from your Manager)
  7. Close the Sale & Complete E-App
  • When you are on the call with your client, you will complete the Needs Analysis and then take a photo of the Needs Analysis and text the photo to your manager.
  • Your Manager will text you back a product to quote, such as "Mutual of Omaha Term Life Express".
  • You are responsible to run the quotes (refer to Step 4 for quoters).
  • You need to stay on the call with your client.​​​ Do not hang up and call your client back.
  • Presenting the Pricing: Ask your client to write down the 3 options. Provide your clients with the prices similar to the sample above called "How to Present Pricing to Client"​
Verifying your credentials with your client:
  • At the beginning of your call with your client, you need to verify your credentials.
  • TEXT your client your credentials. You can also email your credentials if client doesn't want text.​
Credentials to Text
  1. Your Insurance License (photo)
  2. Your Drivers License (photo)
  3. Insurance License Look-Up Link 
  • ​Insurance License Look-Up Link:
    • Your Department of Insurance website may have a Look-Up feature.
      Or you can use the Look-Up feature from NAIC

    • Examples of Department of ​​Insurance Look-Ups.

Needs Analysis Training
Watch the video below for training on how to complete the Needs Analysis
Mortgage Protection Virtual Appointment
  • This is a  recording of a live call with client and the Needs Analysis and Quotes are provided below.
Davis GPMx2Artist Name
00:00 / 22:50
In-Person/Face-to-Face Presentation by M. Gibbons​
How to use the Sales Tools by Nick Theodore