Dawnn Hills
Insurance Professional
Training
President's Club
Building Tools &
Back office Support
The Fitz Group
The DCC call
Joe & Tawnee Walker
Team Call
Insurance Customer Journey
client referral
current customer/associates/
family/friends gives contact
info for potential client via
email, phone call, text
Dawnn contacts potential client to set up a meeting and expectations for the 1st meeting
1st meeting with potential client
-fact finder
-figure out numbers
-assessment
-emergency contact form (beneficiary and referrals)
-trust/advance health care directive/will
-setup next meeting
Dawnn identifies best carrier and product
2nd Meeting
-reviews carrier and products
-client chooses one
Dawnn fills out application and sends to carrier and follow up with carrier until application is issued
application is approved
3rd meeting to review and install policy
-setup 4 90-day meetings
(or enough meetings for the client to be educated enough to understand their policy for their financial and medical needs and how Dawnn and team can meet those needs)
client contacts
emergency form people
Dawnn reaches out to them
Dawnn and client
install the policy
90-day meetings for 1.5 to 2 years
meet annually
the insured passes
contact with beneficiary is made
Dawnn notifies the carrier
Dawnn creates a claim
Dawnn follows up with the claim every week until issued
-could take 1-3 months
check issued to beneficiary
sent to agent
delivers to beneficiary
sent to funeral home
remaining balance to
beneficiary after
funeral home expenses
application is denied
submit to new carrier/product
Products
annuities
-put lump sums of money
final expense
-for those who can't qualify for life insurance, but guaranteed $25k, must stay alive for 2 years
income protection
IUL
-pay monthly to build on
Indemnity
networking
1-1 get to
know you
meeting
leads from NAA
-log in to ARC
-choose a qualified lead
Agent Recruiting Journey
referral
current customer/associates/
family/friends gives contact
info for agent lead via
email, phone call, text
Dawnn contacts agent
lead to introduce self
and set up a meeting
1st meeting with
Licensed Broker Lead
-outline for getting started
-process for finding leads
-agent shares goals/why
-layout expectations
Broker begins bootcamp
-immersion process/daily coaching call
-training videos
-training on assessments
and writing applications
Dawnn goes through the
immersion process with Broker
-could take 1-3 months
Broker writes and installs
policy for 1st client
Commission
Override
Commission
-13 Brokers
Carrier
Commission
-paid only after
policy is approved
1st meeting with
Non-Licensed Broker Lead
Milkshake
(need to create)
website
(dawnnhills.com)
Accountability Coaching
-pricing
TA: Business Owners/Entrepreneurs
non-client
client
Blog
book an
appointment
-calendly