SuranceBay

Here is some helpful info when working through SuranceBay: Please make sure all of the “My Info” section is completely done before requesting carriers or it may delay appointments. You must have a current AML/Limra. Go to “My Appointment Requests” Read more…

Zoom Instructions

The following will instruct an agent on how to: Create a Zoom account Schedule a meeting for a specific time  Start a meeting on demand Change Zoom video settings in order to allow customers to hear the eApp presentation  Create Read more…

What’s So?

𝘣𝘺 𝘞𝘦𝘳𝘯𝘦𝘳 𝘌𝘳𝘩𝘢𝘳𝘥 What’s so is always just what’s so. What’s so doesn’t care what you think, feel, intend or wish; it will not bend. You can be freaked out or driven over what’s so, and it won’t change what’s Read more…

Using Social Proximity

I had a chance to hear Brynn Tillman speak today and wanted to share her strategies for understanding and then leveraging your social proximity on LinkedIn. The old saying goes, “It’s about who you know…” well, it’s the new saying Read more…

I love dialing the phone

I am serious. I say this to myself over and over in the morning:​​​​​​​ “I love dialing the phone. I love dialing the phone. I love dialing the phone.” If you set aside 90 minutes each day for the phone, Read more…