VIRTUAL START-UP PROGRAM

Electronic items you will need for your virtual business include a computer, laptop, or tablet, as well as a phone and printer.

You will need a workstation with a clean and minimalistic background to run your appointments in front of.

Another beneficial item for success includes the Activity Tracker.

Set up your email signature as follows:

• First & last name​

• Field Underwriter

• Mortgage Protection Division

• State license number 

• Phone number

• Link to your Whereby account (See below)

Whereby is the digital platform Equis uses to get clients on video for appointments. 

This platform requires NO DOWNLOADING, making the process seamless and easy for your clients.

Set up your Zoom account to join in on the Daily Coaching Sessions.

Participation in the daily sessions is how you can identify and solve any issues you may be having while running virtual appointments.