A. Set-up Your Smart Phone
Create Shortcuts on Your Smartphone
Carrier Quote Tools
CFG (Columbian Financial Group):
Requires that you download their mobile quoting apps on your phone to quote their term and whole life products.
Need to know how to setup a Shortcut or Bookmark on your phone? Google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.
1) Fill out the “ONE PAGER FOR CARRIERS” with your writing numbers and passcodes for the various carriers and their websites.
2) Enter the carrier contact info into your phone, along with your writing numbers, so you can reach the sales desk and underwriters if you have questions or need to complete risk assessment.
3) Call or log on to each carrier’s website that you are contracted with and order some marketing materials to be left behind with each client. The sales desk will help you with what to order.
B. Get Your Bag Ready
Are you using a tablet or laptop in the field? Rather than printing all of these tools, simply download them to your device and save them in an accessible place, for use in the home.
Print Paper Applications
See the application check list in the right sidebar. Print at least 2 copies of each application.
Print Underwriting Worksheets
Print multiple copies of the Field Underwriting Worksheet. You will fill this out while sitting with clients to determine eligibility for coverage through our carriers. Text the completed worksheet to your manager and post it in the In-Home Cornerstone Concierge GroupMe.
Print these items in COLOR and laminate or place in clear sheet protectors and keep in your field binder. Or, if you are using an iPad or laptop in the field, download these tools to your device for reference.