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    • Home
    • About the company
      • Xperience Videos
      • Our Core Values
      • Xperience News
      • News Articles
      • Spanish
    • Client Process
    • Marketing
      • Marketing Brochures
      • AgencyBloc
      • Presentations
      • Technology Upgrades
    • Videos
      • Xperience Videos
      • Sales Training
      • AgencyBloc
      • Podcasts
    • Carrier partners
      • Employee Navigator
      • Colonial Life
      • Crump - Life & Annuities
      • LegalShield
      • Heartland Payroll
      • ADP
      • Insperity PEO
    • Agent Training
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  • Home
  • About the company
    • Xperience Videos
    • Our Core Values
    • Xperience News
    • News Articles
    • Spanish
  • Client Process
  • Marketing
    • Marketing Brochures
    • AgencyBloc
    • Presentations
    • Technology Upgrades
  • Videos
    • Xperience Videos
    • Sales Training
    • AgencyBloc
    • Podcasts
  • Carrier partners
    • Employee Navigator
    • Colonial Life
    • Crump - Life & Annuities
    • LegalShield
    • Heartland Payroll
    • ADP
    • Insperity PEO
  • Agent Training

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Agent Training

New Agent Onboarding

New Agent Onboarding

New Agent Onboarding

New agent onboarding assessment to learn more about the new agent, learn about their short term and long term goals and vision for their new career.

New Agent Onboarding

Basic Training

New Agent Onboarding

New Agent Onboarding

Basic training to learn more about our company culture, messaging, and unique marketing strategies.

Basic Training

Advanced Training

New Agent Onboarding

Advanced Training

Advanced training regarding our products and services and market differentiators.

Advanced Training

Schedule a Meeting

Schedule a 1 on 1 strategy meeting to discuss wins, challenges, adjustments and game plan.

1 on 1 Strategy Meeting

Schedule a 1 on 1 strategy meeting to discuss wins, challenges, and opportunities to achieve your goals.

schedule a meeting

New Agent Playbook

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New Agent Agenda

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AgencyBloc

AgencyBloc: Agency Management System

AgencyBloc: Agency Management System

AgencyBloc: Agency Management System

 Agencies Using AgencyBloc Are Seeing Results:

  • Increase client retention to 90%+
  • Grow your book of business by 40%+
  • Save 100 hours every renewal period in sending notices to clients
  • Cut time spent quoting and creating benefits proposals in half for small groups (with Quote+, an AgencyBloc solution)
  • Spend 50% less time generating reports
  • Find tens of thousands of dollars in missed commissions from carriers

How to Get Referrals without Asking

AgencyBloc: Agency Management System

AgencyBloc: Agency Management System

 How to Get Life & Health Insurance Referrals Without Asking (agencybloc.com) 

Establish a Successful Life & Health Insurance Sales Process with These 3 Tips

Establish a Successful Life & Health Insurance Sales Process with These 3 Tips

Establish a Successful Life & Health Insurance Sales Process with These 3 Tips

 

 Establish a Successful Life & Health Insurance Sales Process (agencybloc.com) 

3 Expert Tips for an Effective Open Enrollment Season

Establish a Successful Life & Health Insurance Sales Process with These 3 Tips

Establish a Successful Life & Health Insurance Sales Process with These 3 Tips

https://youtu.be/JU4PbW0R0Bs?si=Ujv7ngdsi2PNtauh

Optional Upgrades

XB Tools - $25/mo

XB Tools - $25/mo

XB Tools - $25/mo

Xperience Benefits email and branding

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AB only - $50/mo

XB Tools - $25/mo

XB Tools - $25/mo

Access to AgencyBloc CRM and AMS+ 

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XB + AB Combo

XB Tools - $25/mo

XB + AB Combo

Full access to XB Tools and AB AMS+

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Call Scripts

Setting Appointments and Overcoming Objections (pdf)Download
Setting Appointments and Overcoming Objections (pptx)Download
Appointment Setting Call Script (pdf)Download
Quick Conversation Flow Chart (pdf)Download
Overcoming Objections (pdf)Download
LegalShield Prospecting Scripts (pdf)Download
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