Trained Well | Helping Insurance Teams Sell More, Train Faster, and Win Bigger
Trained Well | Helping Insurance Teams Sell More, Train Faster, and Win Bigger
Podcast Description
Tactical insurance sales training for producers, team members, and agency owners who want to write more lines, close more life & health, and grow their agency—fast. Powered by Trainwell and AI George
Podcast Insights
Content Themes
The podcast focuses on enhancing insurance sales techniques, agency growth strategies, and the integration of AI in the industry, with episodes exploring topics like the 'Stairs and Buckets' sales framework and how AI tools can help agents streamline their processes.
Tactical insurance sales training for producers, team members, and agency owners who want to write more lines, close more life & health, and grow their agency—fast. Powered by Trainwell and AI George
Too many life policies die in underwriting. You do the work, get the “yes,” submit the app—and then it falls apart. In this episode, I’ll walk you through the 8 things you need to do to make sure at least 85% of your life apps actually issue.
We’ll cover:
Using underwriting as a trial close
How to live transfer or follow up for interviews
The two Hail Mary texts that save ghosted clients
Why taking payment upfront protects your client and you
How to calculate real coverage with the LIFE method
This is the exact system I use to write 178 life policies a year, and it’s the difference between writing apps and actually getting paid.
Free download: Life Underwriting Pipeline Cheatsheet → https://trainwell.co/lifeunderwriting-handout
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