Mortgage Protection Agent Resources

8 Keys to Success

1. Create Your Schedule

Full-time agents need to book 6-8 appointments daily. Start your day no later than 9am; dial on your leads until you have your 6-8 appointments - this may be 90 minutes to 3 hours on fresh leads, aged leads will require more dial time to set the required appointments.

Part time 4-6 appointments daily if possible.

Example Daily Schedules:

Full Time
With 9-5 Job
Full Time with Family Time

2. Your Virtual Office

Your workspace must be organized and distraction-free. A simple background is preferred for video meetings.

Whereby is a free software that we use to get our clients on video. Watch the video below to learn how to get a Whereby account. Note your personal Whereby address to use in your email signature.

Create your email signature in your email portal. For Gmail: click the settings gear, then click "see All Settings". In the General tab scroll down to the Signature section. Use a format similar to this:

AGENT NAME
Field Underwriter - NPN:12345678
Mortgage Protection Dept
Agency Name (optional)
https://whereby.com/yourlink
Licensed in AL AR AZ DE FL GA IN KS LA TX

Alternately you can use Hubspot to create an Email Signature. Choose the signature template you prefer and add your personal contact details. In the website field enter your Whereby link address.

3. Carriers

American Amicable

American Amicable has term products for Mortgage Protection and final expense products for Critical Time Period plans.

Americo

American Amicable has term products for Mortgage Protection and Instant Decision IUL for Return of Premium plans.

Mutual of Omaha

Mutual of Omaha has term products for Mortgage Protection and final expense products for Critical Time Period plans.

4. Leads

Digital Leads: CABoom Leads

Digital Mortgage Protection Leads. Purchase 50 leads per week to set 15-20 appointments.  Use discount code:

Direct Mail Leads: Victory Marketing

Direct Mail Mortgage Protection Leads. Purchase 30 leads per week to set 15-20 appointments.