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Loyalty Sales New Agent Training • English
Welcome to Final Expense Agent Training
Welcome (1:28)
Agent Portal 101
Agent Portal 101 (0:42)
Change the Default Language of Your Agent Portal (0:28)
Add Quick Links to Your Device Home Screen (1:31)
Placing a Cart Order (0:49)
Security National's Product Overview
Final Expense Product Overview (3:37)
Loyalty Application Overview (6:00)
How to Select the Right Plan (2:41)
The Loyalty Family Support Plan
The Loyalty Family Support Plan (2:31)
LFSP Marketing Materials (3:39)
Marketing the LFSP to Your Clients (2:00)
How to Work LFSP Co-member Leads (3:31)
Submitting Your First Policy
How to Use the SNapp Life Web Application (9:49)
How to Use the Telesales Application (7:43)
Uploading Business via Agent Portal (2:04)
-- Via Mobile (2:31)
-- Tips for App Photos (1:01)
Calculating Premiums (3:25)
How to Navigate Your Policy Report (0:54)
Understanding Commissions (5:42)
How Security National's Advances Operate
How to Access and Read Your Commission Statement (0:33)
Volume Income Projection Worksheet (1:57)
LeadHub
LeadHub (1:07)
-- Dashboard Overview (2:16)
-- My Leads (4:49)
-- Add a Lead (2:06)
-- Disposition Leads (2:26)
-- Order Leads (9:22)
-- Access Knowledge Hub
Lead Program
Lead Program Introduction (0:33)
Lead Menu
Direct Mail Lead Program (1:28)
Facebook Lead Program (1:02)
SEO Lead Program (1:23)
Live Transfer Lead Program (1:07)
Door Hanger Lead Program (0:46)
Selling Techniques
Appointment Setting (4:52)
Overcoming Objections (5:48)
Four Sales Questions Presentation (8:20)
Conclusion
Finish Line (0:45)
How to Work LFSP Co-member Leads
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