Annual Reviews

by George
(San Diego, CA)

Mr. Davies-

Is there a course which would teach me (a Life Agent) how to conduct an annual review?

Thanks.

George Kirazian

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Clients Annual Review
by: Ted Wolk

Hi George;

You should click on this link and review the information on this page https://www.an-insurance-agents-career.com/client-service.html

You may have to copy and paste it into your browser, or just go down the left side of our page to the Nav bar that says "client servicing" and click that link.

If you feel you want to set up a one on one coaching class, contact me via my contact me button on top left and we can set up a special training program.

Have a great day..Ted Wolk

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Daily Activities HELP!

by Shannon
(Galena, MD)

I'm a captive agent and just went out on my own last month. I need help from others in determining how to structure my day. I understand I'll have to tweak it, but can someone give me an example of how they block their time? Has anyone found it best to make prospecting calls at a certain time on a certain day of the week? Any help would be greatly appreciated! Thanks!

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Daily action plan and phone calling
by: Ted

Please copy and paste these two links from my website into your browser and read each one.

This one basically tells you how to get organized - https://www.an-insurance-agents-career.com/insuranceagenttraining.html

And this one gives an overview of when to make phone calls and what to say when making them. - https://www.an-insurance-agents-career.com/ColdCallingProspects.html

If you would want some one on one personal training check out our insurance learning center at https://www.an-insurance-agents-career.com/insurancecareerlearningcenter.html

Hope this helps.

Have a great day..Ted

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How to build a daily action plan.
by: ted

Click on this below link or copy and paste it into your browser. it talks about building a daily action plan

Ted


https://www.an-insurance-agents-career.com/insuranceagenttraining.html

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Daily activity
by: Anonymous

Personally, I use to have my agents make phone calls on Sunday evenings. High degree of success as most people were at home an usually in a less stressful situation on Sundays. We would call between 6pm and no later than 8:30 pm.

As far as getting organized, go to our main page and use the search button on top of page to click on keywords for more help.

Click on the below link and read the associated articles.

https://www.an-insurance-agents-career.com/sellinglifeinsurance.html

Have a great day...Ted Wolk

P.S. Keep us updated. We will be introducing our one on one mentor training schools in the next week or so. You may want to watch for them as we will provide individual training and help.

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Automatic Caller

by Mike
(NY)

Hey Guys,

Ive been hearing around the office that there is a system that you can purchase that will call companies after hours and record their answering machines, which will help with generating phone lists.

For example say a company has a phone number 555-555-1000 which will be the main desk then usually most companies have numbers that follow for their employees. for instance 555-555-1001, 555-555-1002, 555-555-1003............. and it can range up to a good 500 or 600 numbers.

Has anyone ever heard of anything like this.

Thanks -Mike

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Automatic caller
by: Ted

Mike;

Never heard of anything like this.

Are you saying that this device goes into a companies calling machine after hours and then picks up the names of people who called in?

Sounds very illegal to me. I know that there are some very strict laws re: auto dialers on the federal and state levels, so be carefull. If you need to generate leads, check out my referred lead card program. Type in Referred lead cards in my search box on my main page or sitemap page.

Ted

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