9th Wonder Agent System
The Road to the Sale
It All Starts with a Great Attitude!
1
The Proper Greeting
2
Transition/Warm-Up
3
Presentation
4
Fact Find/Needs Analysis
Larry Dickstein
Founding Partner
5
Proposal
6
Close
7
Apply For Coverage
8
Follow-up Until Policy is In Force
SALES PRESENTATIONS
UNDERWRITING GUIDELINES
Carrier Links
Mutual of Omaha
Agent Portal: Sales Professional Access
Open Information Portal
Illustration Software
link is on the Agent Portal
Foresters
Agent Portal: Ez-Biz
Open Quoting Tool
Illustration Software
link is on the Agent Portal
AGENT FORMS
