Training Platform

Create a professional Gmail account dedicated to your business. Make sure it looks professional — avoid nicknames or personal emails. (Example: jdoe.agent@gmail.com). Then watch the video below to set up your email signature using the free HubSpot generator.

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.

Telegram is our primary communication platform for team updates, announcements, and support. Download the app and join the Flyer Life Group channels.

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.

Watch the video below, then apply on NIPR.com. Make sure to talk with your manager about which states make the most sense for your business before applying.

📲 Important: Once your license is issued, save a copy to your computer and take a photo of it to keep on your phone. You'll want it easily accessible when you're on calls — clients may ask to verify your license and being able to pull it up instantly builds trust.

When you get on a call, one of the first things you do is text the client your insurance license so they know exactly who they're working with. This builds instant trust and separates you from every other agent they've talked to. Below is an example of what that looks like, and how to verify your license on the state website.

This video explains exactly how you get paid, how commission levels work, and what you need to do to advance your compensation tier.

Watch the video below.

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.

Read each client scenario below, go into Integrity Connect, and pull the quote yourself. Then reveal the answer to see if you got it right. This is how you build speed and accuracy before you're on a live call.

Falcon inbounds are live, inbound final expense calls routed directly to you. These are pre-qualified prospects who responded to a TV or digital ad and are expecting a call about life insurance coverage. This is not cold calling — the client is already interested. Your job is to build rapport, run them through the script, quote them, and close.

The Falcon FEX script is your roadmap on every inbound call. Know it cold before you go live. Each section has a purpose — rapport, fact-finding, underwriting, quote, and close. Inbound calls move fast. Script hesitation kills conversions.

Live call clip — Gold, Silver & Bronze presentation through the close. Listen to how Connor walks the client through the options and locks in the recommendation.

Another live closing clip — Gold, Silver & Bronze presentation through the close with a different client.

Live full call from Connor Jones — open to close including plan presentation and recommendation. Client info muted.

Live full call from Alex Cherry — plan presentation, price walk-through, and close. Client info muted.

How to handle price pushback, “I need to think about it”, and other common objections — coming soon.

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.