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
(0:00) The Brokerage Inc.
Meet the Life team
(3:45) Prequalifying
Why prequalify, prequalifying form
(11:50) Underwriting
Underwriting deep dive, quoting
(19:36) Tools
Quote engines, Vive, cheat sheets, contact information
(21:06) Walkthrough
Quoting, comparing plans, submitting applications
