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Insurance Sales Lab Platform Onboarding

Insurance Sales Lab Platform OnboardingCody2026-09-14T14:47:08-06:00

SOP Vault Start

Introducing the SOP Vault Secure your team's operation [...]

SOP Vault StartCody2026-06-11T16:48:54-06:00

Open Letter From Emma

Open Letter From Emma From the desk [...]

Open Letter From EmmaCody2026-03-19T10:44:27-06:00

Download | Personal, Professional and Financial Goals

Personal, Professional, and Financial Goals Copy the Form [...]

Download | Personal, Professional and Financial GoalsCody2026-01-05T16:51:59-06:00

$1.5M in P&C Premium (in 21 days)

How we wrote $1.5M in P&C Premium (in 21 [...]

$1.5M in P&C Premium (in 21 days)Cody2025-12-31T14:38:28-06:00

How We Almost Lost Our Agency
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How We Almost Lost Our Agency

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How We Almost Lost Our Agency

How We Almost Lost Our Agency (Screenshot of last [...]

How We Almost Lost Our AgencyCody2025-04-29T15:21:09-06:00

Vlad’s Story

Vlad’s Story In this post, our co-founder Vlad [...]

Vlad’s Storydmitriy2023-04-06T15:40:39-06:00

7 Ways Insurance Agents Can Use ChatGPT to Save Time and Money
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7 Ways Insurance Agents Can Use ChatGPT to Save Time and Money

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7 Ways Insurance Agents Can Use ChatGPT to Save Time and Money

7 Ways Insurance Agents Can Use ChatGPT to Save [...]

7 Ways Insurance Agents Can Use ChatGPT to Save Time and Moneyinfomixa2026-09-18T07:32:51-06:00

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LIFE INSURANCE MASTERCLASS

Lesson 1

Needs Based Selling

You’ll learn the process of selling Life insurance based on your client’s needs, tailored to their current lifestyle and future goals.

Lesson 2

5-Minute Life Lesson

You’ll learn the simple way to educate your clients on the different types of life insurance, in a very simple and easy-to-understand manner.

Lesson 3

Term Insurance

You’ll receive product training, as well as strategies on how to sell Term insurance.

Lesson 4

Final Expense

You’ll learn how to sell Life insurance to people who may not be ideal candidates for Term insurance, and only want to cover their final expenses.

Lesson 5

Whole Life Insurance

You’ll learn how Whole Life insurance works, and how to sell it.

Lesson 6

Traditional Universal Life

You’ll learn how Traditional Life insurance works, and how to sell it.

Lesson 7

Variable Universal Life

You’ll learn how Variable Life insurance works, and how to sell it.

Lesson 8

Index Universal Life

You’ll learn how an IUL works, and how to sell it.

Lesson 9

Juror #1

You’ll learn how to use Juror #1 as a sales guide for your life insurance presentations.

Lesson 10

Business Owners Pitch

You’ll learn how to sell large IUL life insurance cases to business owners, and their employees.

Lesson 11

Illustrations

You’ll learn how to use illustrations to paint a compelling picture on how a permanent life insurance policy works, giving your clients a clear view of the long-term benefits.

Lesson 12

Sales Process

You’ll learn the sales process that top procuring agents use to sell life insurance.

Lesson 13

Objections and Story Selling

You’ll learn how to share compelling stories when overcoming objections.

Lesson 14

Conversions

You’ll learn how to convert a Term policy into a Permanent life policy.

Lesson 15

Riders

You’ll learn what the key Riders are, how they work, and who to offer them to your client.