Below is a list of our recommended tools and resources that can help aid agents in success. Remember, success comes to agents who are working, talking to clients, and writing applications. No tool is going to sell insurance for you. Don't use not having access to a certain tool as an excuse for not achieving success, and don't wait to pursue success until you have every tool mastered.

Hi Hello: For $6 a month with the professional package agents can create a digital business card and attach a pdf of their license. Most of our agents use Hi Hello.

Click here to access Hi Hello and sign up for the professional package business card. 

To view Josh's Hi Hello card - Click here for example Hi Hello card. 

Because the majority of our agents are completely virtual, having a method for sharing your screen with clients is super important from the beginning. Many agents are running a mixture of Zoom appointments and telesale appointments. 

Zoom - a paid subscription to Zoom allows agents to run meetings without being cut off by the time constraints of free Zoom subscriptions. A paid Zoom account will be very helpful for walking clients through illustrations and gaining trust.

Crankwheel - this service allows agents to share their screen with clients via a text link. Clients don't have to know how to work Zoom or come on camera. A paid subscription is only required after reaching certain share limits. Utilize a free account unless necessary to upgrade.

Agents are encouraged to sign up for either account when an appointment requires it. 

Cost: $16 a month (Zoom); Free option or $29 a month (Crankwheel).

Docusign allows clients to sign documents electronically which is really helpful for getting amendments, illustrations, or pending documents signed. Note: only certain carriers accept Docusign, so make sure to check with carriers or ask your upline.

Click Here to sign up for Docusign. 

Agents don't need Docusign to get started. Sign up for Docusign when it is needed.

Cost: $10 to $25 per month depending on the plan required.

Project Broadcast is a service that allows agents to manage text campaigns with their clients. By uploading client contact info agents can use PB to schedule appointments. It's also a great way to schedule policy review check ins after writing applications.

Click here to sign up for Project Broadcast 

Agents don't need Project Broadcast. It's a good stepping stone platform that is cheaper and easier to set up than Zeepo. Check with your upline to see if Project Broadcast would be a beneficial tool for you.

Cost: Plans vary in price but the most popular option is $15 a month.

Carrier Websites: The most important "resource" to have when getting started is carrier websites. Make sure you have set up your logins for carriers, recorded your login info and agent writing numbers, and navigated to e-apps within the carrier websites. You can't write insurance if you can't access the applications. Your upline can help you with a lot when getting started, but there's nothing they can do if you have a client ready to roll and you can't remember your password.

For info on setting up your carrier logins, watch the carrier login videos under the Tutorial tab.

Individual Carrier Quote Tools and Apps: Some of our carriers have apps and quote tools that are accessed outside of their websites. You can find information on those resources on the Quote Tools page under the Agent Resources tab.

New agents should register for carrier websites and download quote tools and apps immediately.

Cost: FREE