5. Get Selling: Making the Sale
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Prospecting Tools2 Topics|2 Quizzes
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Client Presentation1 Quiz
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Needs Analysis1 Quiz
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Determining Product Selection1 Quiz
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Prepare the Illustration1 Quiz
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Present the Illustration1 Quiz
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Closing the Deal
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Completing the Application1 Quiz
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New Business Communication1 Quiz
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Fulfilling Carrier Requirements1 Quiz
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Offers and Counteroffers1 Quiz
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Replacements1 Quiz
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1035 Exchanges1 Quiz
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Policy Delivery1 Quiz
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Sales Support Resources
New Business Communication Quiz
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Question 1 of 3
1. Question
Where can you find current messages sent to you by the FFS New Business team or Product Providers about the policy you submitted?
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Question 2 of 3
2. Question
When looking at an individual policy in your Agent Back Office, on which tab would you find the outstanding items requested by the Underwriter to complete the policy?
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Question 3 of 3
3. Question
When you receive a message about a submitted policy, you will get it on your Pipeline Dashboard and:
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