Agent Training

Free Webinars

Efinancial offers agents the ability to attend free webinars on following topics:

Introduction to ALISS
Using Win-Flex Web
Underwriting updates
Product platforms

Click here to register or view the schedule

p: 1.800.648.9504 training@efinancial.net

In Depth Agent Training!!!

Efinancial offers agents an in depth and extensive training program. If you are looking to get up and running quickly this is the program for you. To register, please visit www.efinancialeast.com or call 1.800.648.9504 to speak to a representative.

ALISS Sales Training

This webinar allows you to be a “fly on the wall” as you listen and watch top producer, trainer and mentor Barry Molloy make LIVE, un-screened, un-rehearsed sales phone calls to exclusive life insurance leads from Efinancial. You’ll hear his live conversations and see every move of his mouse, as he uses the ALISS system to sell life insurance to real prospects over the telephone. Whether you have years of experience selling over the phone, or are considering selling life insurance over the phone for the first time, you’ll benefit from this webinar! You’ll see the entire sales process from breaking the ice to closing the sale, taking the application and scheduling the paramed exam. In addition, the last 30 minutes of the webinar are reserved for live Q&A. (Approximately 2.5 hours)

ALISS 101

This webinar will address the needs and most frequently asked questions of the new ALISS user. You’ll learn all about: working with and entering prospects into ALISS; the importance of gathering accurate health history; the effect of certain medications, family history and the use of nicotine products, other than cigarettes, on the prospect’s underwriting rate classification. You’ll also learn: how to run rated quotes; take and complete automated applications in real time on ALISS; the importance of, and how to pre-set paramed exams; as well as how to utilize ALISS to make sales calls, track your sales results, and schedule follow-ups so you get the most from each and every life insurance prospect. (Approximately 90 minutes.)

ALISS 102

Designed for the intermediate to advanced CSS user, this webinar will address your needs, and answer your questions about: using the Tools and Work tabs; getting the most from the ALISS Work Summary, the To-Call, To-Do, and Underwriting Information lists and functions. You’ll see what the experts do to get the most from the Prospect screen, and discover all the secret ins and outs of the Pending, History and Case Management tabs. You’ll also learn how to use all four (4) phases of the Sales Cycle to your maximum benefit, and how to move your prospects from Application-Out to Underwriting. (Approximately 90 minutes.)

Selling Strategies — ROP & Smart Term

During this webinar we will discuss various sales strategies for selling ROP (Return of Premium) term insurance. We’ll also explore the the ING’s Smart Term product and how to use it to solidify relationships and sales at the same time. We’ll review other common sales scenarios an agent might face, and share many tips and tricks that can increase your bottom line. (Approximately 1 hour.)

Getting the Signed Application Back & Through Underwriting

This webinar covers a subject which is as important as writing the deal, namely: Getting the signed application back! It’s been said that taking the app is the beginning of the sale, and that getting the application back is the critical step in getting the application to into underwriting, so it can be approved, delivered, placed, paid, and put in force. You’ll see how to use ALISS’ automated technology to track the applications you have written in ALISS, utilize the ALISS automation engine to keep you in constant contact with your applicants, hear live calls to real life insurance applicants, and the fine points that increase the odds of getting the life applications back in a timely manner. Don’t miss this important how-to course. (Approximately 1 hour.)

Instant Issue Product Training

Is the prospect in a hurry, afraid of needles, or just “not worth the time” full-underwriting takes? Fidelity Life offers a solution that combines the strengths of electronic no-needle underwriting with the judgment of real live underwriters. The result is term insurance to $300,000 without an exam, or proof of mortgage, that can issue in 48 to 72 hours. This live training takes you through writing a non-med policy application. Fidelity offers you the choice of either a paper, or completely electronic life insurance application. You’ll learn howt o take both, as well as get an e-signature, social security number, and payment information from your prospect. You’ll see how to submit the application and get it put in-force quickly, and track the policy through from application to place paid! Fidelity provides a great way to get some cash flowing quickly! (Approximately 1 hour.)

How to Get Policies Issued Quickly (Working Effectively with Your Case Manager)

This live webinar will teach you the tips and tricks you need to get policies through underwriting quickly by optimizing your communication with your Efinancial Case Manager through ALISS. You’ll learn how to track your cases using ALISS’ real time carrier underwriting feeds from various carriers. You’ll see some typical underwriting scenarios and how you and your Case Manager can speed up the UW process, and avoid some of the common pitfalls, with teamwork and the great communication tools provided by ALISS. As a result you’ll get more cases through underwriting faster because you utilize all the power of ALISS. (Approximately 1 hour.)

Phone: 888.728.9883 Email: BarryM@efinancial.com