Video Summary
In this webinar, learn how to simplify the life insurance quoting process. Learn how to run accurate quotes, navigate underwriting guidelines, and pre-qualify clients for Term, Whole Life, Indexed Universal Life (IUL), and Final Expense Insurance. This session provides actionable tips to streamline your workflow, avoid surprises during underwriting, and build trust with your clients.
Timestamps
(1:00) Policy Types
Overview of policy types, products offered with TBI
(5:52) Navigating the The Broker Link
Registering for the new portal, meet the life team, finding life products
(8:42) Pacific Life
Underwriting guidelines
(14:36) Review Client Information
Gathering your clients information
(18:07) Quoting
Final expense quoting, Term/Universal quoting
(31:40) Vive
Quoting, submitting applications
(40:07) Winflex Web
Quoting
(53:52) Q&A
Agents ask questions
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