Step 3: Preparing Your Bag For In Home Visits
This list will help you understand everything you will need as you approach your In-Home Presentation
1. Printed Applications
*NOTE* - You must have your license and STEP 1 completed prior to having access to print applications. Skip to item 2 below if you do not have Step 1 completed.
Click Here for the Application Checklist.
This is a list of applications to print and place in your bag. Print at least 5 copies of each application. Text the checklist to your manager when completed.
To access the paper applications for printing and to Download Carriers Brochures and Sales materials click on the carriers logos below.
Click Here for the Application Checklist.
This is a list of applications to print and place in your bag. Print at least 5 copies of each application. Text the checklist to your manager when completed.
To access the paper applications for printing and to Download Carriers Brochures and Sales materials click on the carriers logos below.
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2. Underwriting Grids
Agent Field Binder.
Print and laminate OR place in clear sheet protectors and keep in your field binder.
Print and laminate OR place in clear sheet protectors and keep in your field binder.
3. In-Home Tools
Brochures:
CFG Flyers:
General Sheets:
CFG Flyers:
General Sheets:
4. Needs Analysis Worksheet
Needs Analysis Work Sheet
Print multiple copies of this worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
Practice writing an app on yourself before using this in a home with a client. Until you receive your writing number you will type/write “pending” on the application.
Print multiple copies of this worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
Practice writing an app on yourself before using this in a home with a client. Until you receive your writing number you will type/write “pending” on the application.
