Independent Agents Meeting Agenda

Select a tab below to view the agenda for that week. You will also be able to join sessions or watch past recordings!

Virtual Selling

Using video and audio texting/emails for virtual appointment setting and follow up

Best Practice Session on Prospecting

Q&A session with those leading the way in generating a diverse group of leads

Best Practice Session on Referrals and Relationships

Q&A session with those who are tops at getting referrals and building strong relationships in their funeral homes

Using My Tribute Planner

How to use My Tribute Planner to connect with the new funeral consumer

BSI Overview

This session will provide participants an overview of BSI and discuss why it is important to educate families each and every time on this valuable asset protection option

Helping Families Understand Insurance

Explaining preneed vs. insurance, graded plans, and positioning multi-pay plans, etc.

Great Ideas! Josh/Clint, Christina/Brian, Steve/Michelle, Efren/Jency

Hear from those who have excelled in trying new things to generate leads, network, and connect with their families

DIG Virtual Tour

PDF containing a map of the building that shows where departments are located. Click on the play button by areas of the building to watch a virtual tour and learn more about each department or watch the whole tour here. We recommend watching on desktop for optimum viewing experience.

Trunk or Treat with Steve Vermilya and Shirlene McLimore

Learn how to do a Trunk or Treat event to reach your community.

Trunk or Treat with Steve Vermilya and Shirlene McLimore

Watch the video to learn how to do a Trunk or Treat event to reach your community.

Gaining Referrals with Whitney Koehler

Learn how to gain referrals from families you serve.

Gaining Referrals with Whitney Koehler

Watch the video on how to gain referrals from families you serve.

Building the Relationship with Walt Fuge

Learn about the importance of building a strong relationship with funeral home owners.

Working the Files Best Practices with Brian Poch

Learn how to leverage unfunded and underfunded files for prospecting.

Working the Files with Brian Poch

Watch the video on how to leverage unfunded and underfunded files for prospecting.

Explaining Insurance and Selling Multi-pay with Josh Koehler and Laurie Mitchell

Learn best practices for explaining insurance and multi-pay options to families.

Explaining Insurance and Selling Multi-pay with Josh Koehler and Laurie Mitchell

Watch the video to learn best practices for explaining insurance and multi-pay options to families.

Prospecting with Jake Kramar

Learn simple steps for prospecting, using your CRM, prioritizing hot leads, and more!

Prospecting with Jake Kramar

Watch the video to get simple steps for prospecting, using your CRM, prioritizing hot leads, and more!

Shred Day Best Practice with Clint Eastman and Josh Koehler

Learn how to do a Shred Day to reach your community.

Shred Day Best Practice with Clint Eastman and Josh Koehler

Watch the video to learn how to do a Shred Day to reach your community.

Prospecting Best Practices with Nathan Kesler and Efren Sanchez

Get the tool set, mind set, and skill set needed to do great prospecting and selling!

Prospecting Best Practices with Nathan Kesler and Efren Sanchez

Watch the video to get the tool set, mind set, and skill set needed to do great prospecting and selling!

BSI Overview with DJ Jons

Learn the basics of Burial Space Items funding and how it impacts Medicaid Spend Down.

Video: BSI Overview with DJ Jons

Watch video on the basics of Burial Space Items funding and how it impacts Medicaid Spend Down.

Facebook Best Practices with Jency Viator and Efren Sanchez

Get tips for posting on Facebook and reaching your community through social media.

Facebook Best Practices with Jency Viator and Efren Sanchez

Watch the video to get tips for posting on Facebook and reaching your community through social media.

Networking Great Ideas with Brian Poch and Christina Rosanova

Learn how to do an association group event in your community!

Networking Great Ideas with Brian Poch and Christina Rosanova

Watch the video to learn how to do an association group event in your community!

My Tribute Planner with Mitchell McLean and Efren Sanchez

Learn about the new My Tribute Planner design and how to use the site to get and nurture leads.

My Tribute Planner with Mitchell McLean and Efren Sanchez

Learn about the new My Tribute Planner design and how to use the site to get and nurture leads.

Virtual Selling with Laurie Mitchell, Kelly Glass and Mike Nielsen

Learn how to use video, audio, and text to sell in a virtual world.

Virtual Selling with Laurie Mitchell, Kelly Glass and Mike Nielsen

Learn how to use video, audio, and text to sell in a virtual world.

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