Webinar | BOSS Agent Portal Training
BOSS Agent Portal Training
Webinar | BOSS Agent CRM Training
BOSS Agent CRM Training
Webinar | Back to Basics: Understanding Life Insurance from the Ground Up
Back to Basics: Understanding Life Insurance from the Ground Up
Whether you’re just starting out or looking to refresh your knowledge, this webinar will break down the fundamentals of life insurance in a way that’s easy to understand—and even easier to apply. We’ll cover the different types of life insurance policies, how to match clients with the right coverage, and what every agent needs to know to build trust and close confidently.
This session is designed for agents who want to build a strong foundation in life insurance and turn knowledge into sales.
What You’ll Learn:
• The key differences between term, whole, and universal life
• How to identify the right policy for each client situation
• Common client objections—and how to handle them
• Tips for starting meaningful life insurance conversations
Webinar | BOSS Agent Portal and CRM
BOSS Agent Portal and CRM
Pinnacle Financial Services invites you for a look at our exclusive agent portal and CRM known as Boss. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– Agent portal walkthrough
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Track all your contracts and agent numbers
– Commission Tracking
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration