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VIRTUAL STARTUP PROGRAM

This 8-step program is designed to be a guide as you begin your virtual career with Equis Financial.  Pay attention and complete each step to ensure you are serving your clients efficiently. 

1

STEP

GET CONTRACTED

Get appointed with our core carriers to begin writing business.

2

STEP

CREATE A SCHEDULE

Design a schedule that best fits your business plan.

3

STEP

SET UP A VIRTUAL OFFICE

Learn the basic necessities for running virtual appointments.

4

STEP

DOWNLOAD UNDERWRITING TOOLKIT & QUOTING TOOLS

Utilize carrier quoting tools for appointments.

5

STEP

LEARN TO SET APPOINTMENTS

Learn how to purchase leads & book appointments.

6

STEP

LEARN HOW TO HELP FAMILIES

Watch virtual appointments from start to finish, as well as appointment breakdowns from virtual coaches.

7

STEP

TRACK ACTIVITY

Learn about the predictible sales model for tracking your business.

8

STEP

CONTINUE LEARNING DAILY

Team calls and self-development books will help you grow as a business owner.

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