Simplified Life
Simplified-issue life carriers, products, underwriting. Scripts and processes for serving in families in a diverse marketplace. Tools & resources for efficiency and profitability.
Lasting Mark Training
* Login to Lasting Mark™ Training Portal, then return here and click a link below
Underwriting Mastery
** Important Note: this training is very helpful to understand nuances of life underwriting.
FOR NEW AGENTS, the Trustworthy Telesales Scripts have the underwriting built in– the best practice is to plan to use American Amicable, unless the script indicates an alternate carrier due to medical conditions uncovered in the health questions.
The script instructs which carrier to pivot to.
This training will help you understand the underwriting process and how to master it.
It will help you:
- Save time
- Apply for the best carrier with the highest chances of approval on your first attempt more often
- Build confidence in your skills
- Build the client’s confidence in you
This training will help you identify the process and resources necessary to master underwriting so you can confidently increase your placement by putting the client with the right carrier on the first attempt.
We will discuss:
- The proper process to follow to gather the information you need from your client
- The resources available to identify the proper carrier
- Best practices to improve your quality of business and the client’s confidence in you