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

1. Create Your Schedule

2. Your Virtual Office

3. Carrier Websites

4. Leads

5. Booking Appointments

6. Insurance Toolkit

7. The Presentation

8. Tracking Your Activity

Live Dials & Coaching

1. Create Your Schedule

2. Your Virtual Office

3. Carrier Websites

4. Leads

5. Booking Appointments

6. Insurance Toolkit

7. The Presentation

8. Tracking Your Activity

Live Dials & Coaching

Video Training

Critical Time Period