1
Virtual Office Setup
📧 Setting Up Your Email
Create a professional Gmail account for your business. Use the format: FirstnameLastname.equisfinancial@gmail.com (Example: JohnDoe.equisfinancial@gmail.com). Then set up your email signature using the HubSpot signature generator.
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Training video coming soon
📱 Setting Up Your ClearBadge Account
ClearBadge is the software we use to get clients on video and build credibility. It also serves as your digital business card. Set up your account and profile before you start taking calls.
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Training video coming soon
💬 Setting Up Telegram
Telegram is our primary communication platform for team updates, announcements, and support. Download the app and join the Flyer Life Group channels.
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Training video coming soon
🖥️ Using the Equis Site
Learn to fall in love with the technology provided by our IMO. The Equis dashboard is your hub for managing policies, tracking production, and accessing resources.
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Training video coming soon
📞 How to Use CallGrid & Zoiper
CallGrid is our dialing system for inbound calls. Zoiper is your softphone. You must have both set up and tested before going live on inbound traffic.
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Training video coming soon
2
Carrier Websites
Learn how to navigate each carrier portal and write applications step by step. You must be able to log in and submit applications while the client is still on the phone.
3
Compensation
💰 Understanding Your Compensation Grid
This video explains exactly how you get paid, how commission levels work, and what you need to do to advance your compensation tier.
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Training video coming soon
4
Quoting
💲 How to Use Integrity Connect to Quote
Integrity Connect is our quoting platform. Learn how to pull accurate quotes for clients in real time during your calls. Fast, accurate quoting is essential to closing business efficiently.
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Training video coming soon
5
Inbound Call System
📋 Understanding the 2 Tiers
Learn how the two-tier system works in our organization and what is required to move between tiers.
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Training video coming soon
⚡ How the Buffer System Works
Understand how the buffer system distributes inbound calls and what it means for your daily production flow.
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Training video coming soon
📝 Using the Script
Know the approved inbound script verbatim. Understand why each section exists — rapport, control, underwriting, close. Inbound calls move fast. Script hesitation kills trust and conversions.
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Training video coming soon
🎯 How to Use the Call Critique System
The Call Critique System analyzes your recorded calls and gives you a score out of 100. Submit your calls regularly to track improvement and compete on the leaderboard.
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Training video coming soon
✅ Inbound Call Readiness Requirements
Inbound calls are a privilege, not a starting point. You must meet ALL requirements below before going live.
⚠️ You must meet ALL of the following before taking inbound calls:
1. Script Mastery (Mandatory)
- Know the approved inbound script verbatim
- Be able to recite it naturally, not read it
- Understand why each section exists (rapport, control, underwriting, close)
2. Health Underwriting Proficiency
- Ask health questions cleanly and compliantly
- Accurately assess risk in real time
- Know when to pivot carriers based on health conditions
- Avoid submitting unplaceable applications
3. Carrier Account Setup & Access
You must be contracted and able to submit a live e-application during a call. Required carriers:
- Mutual of Omaha
- American Amicable
- Aetna
- Americo
- Corebridge Financial (AIG)
- Transamerica
4. State Licensing — Minimum 10 States Required
Initial approved states:
- Texas (TX) · North Carolina (NC) · South Carolina (SC)
- Oklahoma (OK) · Ohio (OH) · Kentucky (KY)
- Tennessee (TN) · Florida (FL) · Virginia (VA) · West Virginia (WV)
Fill out both spreadsheets below with your active state licenses:
📋 State License Spreadsheet 1 → 📋 State License Spreadsheet 2 →