Tools and Resources
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.
1. Digital Business Card
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.
Canva: Agents can also use a resource like canva to create a basic digital card with a picture of yourself, your name, phone number, license number, etc. that you can text to clients.
Agents don't need a business card to get started, but since there are free options and it does help build trust, it is recommended that agents create a digital business card early.
Cost: FREE or $6 a month.
2. Additional Phone Numbers
Additional phone numbers allows agents to get local numbers in non-resident states. The following are apps that can be downloaded on your phone.
Google Voice allows you to get one free number.
Burner allows you to get 3 additional numbers for $15 a month.
Agents don't need additional phone numbers to get started, but since there is a free option, if you are calling non-resident states or an area where your number will not show up as a local area code it is highly encouraged to set up a google voice number immediately.
Cost: FREE or $15 a month
3. Method for Screen Sharing
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).
4. Insurance Toolkits
Insurance Toolkits is our primary underwriting software. For a full tutorial on how to use Toolkits, watch step 11 in New Agent Training: Underwriting and Quoting 101.
Click Here to sign up for an Insurance Toolkits subscription.
Agents don't need Insurance Toolkits to get started. For your first couple of appointments your upline will work with you to help develop a case design. After your first few appointments it will be helpful to set up your own toolkits account.
Cost: $40 a month
5. Docusign
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.
6. PDF Expert
PDF Expert allows you to edit documents. This can be really helpful when writing paper applications or needing to extract a specific page for a signature, etc. You can dowload PDF Expert from the app store.
There are plenty of other PDF editors of varying costs, so utilize any that works well for you.
Agents don't need a PDF editor to get started. Sign up when it is needed.
Cost: Varying depending on the PDF Editor used.
7. Project Broadcast
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.
8. Zeepo
Zeepo is our primary CRM. It will help agents organize and manage their business. It allows agents to have multiple numbers, send automated text and email campaigns, and more.
Click here to sign up for Zeepo. Be sure to list "The Leazer Group" under the company name so that your account will link with TLG's carriers and branding.
Agents don't need Zeepo to get started. We recommend agents set up a Zeepo account once they move into Tier 2.
Cost: $97 a month base cost plus additional customization costs.
9. Carrier Resources
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
10. Integrity Lead Center
Integrity Lead Center is one of our primary lead sources. New agents should register for an account to access leads.
For information on registering for ILC and how to navigate the platform, head to the Tutorials page and watch the ILC training video.
Click Here to access Integrity Lead Center
New agents should sign up for ILC immediately.
Cost: FREE