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STEP 2

STEP
3

STEP 4

SET UP A VIRTUAL OFFICE

Learn the basic necessities for running virtual appointments.

Set Up Your Virtual Office

  • 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.

DOWNLOAD ACTIVITY TRACKER

Create Your Email Signature

  • 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)

CREATE EMAIL SIGNATURE

Set Up Your Whereby Account

  • 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 WHEREBY ACCOUNT
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