📋 Underwriting Cheat Sheets
ConditionResult
💊 Medication Search — Find the Right Product
Search by medication name OR condition (e.g. "Eliquis", "AFIB", "diabetes"). Results show carrier guidance for all products.
📦 Product Quick Reference — All Carriers
📞 Sales Scripts
Word-for-word dialogue. Blue = agent script. Yellow = coaching tips. Start with Warm Transfer if you're handing off between a qualifier and a closer.
📝 Phone Application Guide
Walk through each section with the client. Blue = what to say.
✅ Permissions, Referrals & Consent Scripts
Use these scripts at the end of every call — after the close while the client is still warm.
💳 Direct Express — Social Security Payment Guide
🔥 Fuel Up. Get Back Up. Dominate.
You are not selling insurance. You are the last line of financial defense
for families who have no one else fighting for them.
📋 How to Use This Kit — Your Sales Flow
Work left to right through the tabs as your call progresses. Each tab is the tool you need at that moment.
1
Mindset
Before you dial — get your head right.
Before you dial — get your head right.
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2
Sales Scripts
Open the call & present.
Open the call & present.
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3
Rebuttals
Handle objections live.
Handle objections live.
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4
Med Search
Match meds to a product.
Match meds to a product.
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5
Underwriting
Confirm carrier fit.
Confirm carrier fit.
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6
Products
Product details.
Product details.
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7
Phone App
Fill out the application.
Fill out the application.
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8
Direct Express
Set up payment.
Set up payment.
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9
Permissions & Close
TCPA, referrals, beneficiary.
TCPA, referrals, beneficiary.
💡 Rebuttals & Tips & Tricks
🛡️ Objection Handlers
⚡ Tips & Tricks