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BEN@FINALEXPENSESERVICES.COM or 601-938-7663
The Plug n Play CRM has everything an agent will need!
CLICK HERE to Join!

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- Onboarding - Field Agents
Field Program
Telesales Programs
Builder Program
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Use tab to navigate through the menu items.

Onboarding:

Name*

Email*

Phone*

Program:*

Joined the Band Chat?

Training:

Did you complete all 4 tests in the training and send them to your manager?

It is VERY important to read the test answer keys!

Door Knock Recording Submitted?

Presentation Recording Submitted?

Completed eApp Training Videos?

Made sure you can login to each carrier eApp?

Writing Numbers:

Please list any carrier you have been approved with. Must have at least 3 to start.*

Free Lead Agents must submit a daily tracker each day. Please save the link below as a bookmark and complete it each day when you are finished dialing!

www.finalexpenseservices.com/report

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Fill out the form below to learn more about our services & programs!
Filling out this form is the slowest process for speaking with us. Due to a high number of requests each day, we can not get to these forms quick enough. It is best to take the time to click the page above (Face to Face or Telesales) and follow the steps on those pages!

Thank you reaching out! I will respond ASAP!

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