Page 20 - Lasting Mark : Life Book 2025

NEW AGENT JOURNEY

START
START YOUR
1 target market.
JOURNEY Onboarding

• Introduction to the company and products.
• Overview of final expense life insurance: benefits and

• Goal setting for initial sales targets.

LEADS

Lead Nurturing Lead Generation Strategies

• Use of CRM tools to manage • Mindset of leads: Expense vs Investment
and track leads effectively. 3
• Overview of lead sources (e.g., purchased leads, referrals,
• Provide ongoing marketing and inbound inquiries).
nurturing to all prospects • Strategies for targeting specific demographics (e.g.,
seniors, low-income families).

ACTIVITY

Daily Call Schedule Tracking Performance

• Strategies for call cadence and dial times. • Monitoring metrics: call volume, conversion
rates, and follow-up success.
• Setting a consistent daily routine for
making calls. • Weekly check-ins with the agency manager
for performance reviews and support.
• Tips for managing time efficiently to
4 maximize call volume.

Celebrating Success

• Achieve awards and goals
• Get recognized as a top performer and share
your success stories.
• Creating a positive culture that celebrates
achievements and motivates others.

20 | DOING LIFE WITH LASTING MARK