This episode covers strategies for managing and organizing business leads more efficiently using digital tools like iPads and note-taking apps. Key points: - Benefits of transitioning to digital note-taking with apps like GoodNotes and Notability instead of printing leads, including easier searching, sharing, and accessing lead information. - Using cloud storage and digital backups to keep lead data secure and accessible even if devices are lost or stolen
- The value of revisiting "old" leads periodically as people's situations change over time. - A new simplified life insurance product with no underwriting decisions, wide age coverage of 18-85, higher face amounts up to $50,000, and the Everest Funeral Concierge Program benefit. - Potential for higher commissions with the new product and the advantages of carriers offering quick pay and monthly pay options
- Navigating industry changes like phone verification requirements and the need for adaptability and resilience during sales slumps. - The importance of consistent lead generation, community engagement, and maintaining a positive mindset. - Success stories of agents setting many appointments and writing significant premium through the company's appointment-setting program
