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Become Policy Trained

  • 2 Steps
  • 4 Participants

Summary

learn how to follow up with your written policy through the Pending, Approved and Active Stages (Policy Follow Up) to ensure that commissions are paid. It’s advisable to repeat this process of PROSPECTING + Policy Follow Up until you have 3-5 clients/partners, before you begin POLICY WRITING. This is due to our 2nd Principle: Be Trained enough to responsibly Make Money Now. After you have 3-5 clients/partners, you have enough practical prospecting skills and money in your pocket to move on to POLICY WRITING 3rd Principle: Be Trained because there’s more money on the table. After completing this training, you will write several mock-policies (John Doe Policies) for your leader to review and approve before you actually Become Policy Trained

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