Curriculum
Welcome to Final Expense Agent Training
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Agent Portal 101
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Security National's Product Overview
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The Loyalty Family Support Plan
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Submitting Your First Policy
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- 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
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Lead Program
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Selling Techniques
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Conclusion
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Agent Portal 101
Access your commission statements, generate a policy status report, or place a cart order! Your agent portal is a one-stop shop for tools to propel your success.
Lead Programs and LeadHub
Maintain a healthy pipeline with our proprietary lead management software, LeadHub. Learn the in's and out's of each lead program and discover which is the most profitable for you!
Product Info and Submitting Business
Submitting your business has never been easier than with our Web Application. Learn about our product offerings and how to calculate rates on the go.
Have a Question?
Call Our Agent Hotline: (855) 765-4765
In an effort to provide better agent support, please call 1-855-SNL-4SNL for specialized support.
- New Business
- Commissions
- Underwriting
- Lead Support
- New Hire Appointments/Sales Support
- Marketing
- Policy Service
