Life Insurance Agent Training

Being a producer often means that you have to stay on the fast track of current industry practices and must continually develop your sales strategies. Efinancial Brokerage offers life insurance agent training to improve your knowledge of the business.

Life Insurance Agent and Product Training

Join industry experts who know the ins and outs of underwriting and carrier guidelines. Register for a training webinar to review common underwriting questions, product developments, pitfalls to look out for when writing business, and life insurance sales techniques.

ALISS Training

Want to master ALISS for maximum efficiency when processing your cases? We offer weekly training webinars that feature how-to tips on quoting, ordering medical exams, and effective communication for ALISS users. Register for a free live ALISS webinar now.  

Free Life Insurance Sales Tips, Techniques, and Training 

Gain industry insight and practical insurance sales tips on marketing, prospecting and more with our featured life insurance sales training webinars. Check our webinar schedule regularly to stay tuned for upcoming training sessions.

Life Insurance Agent Training Videos

"Things" prospects say to agents...

Fidelity Life Training

Virtual Agent Webinar - Using ALISS part 1

Virtual Agent Webinar - Using ALISS part 2

UW Guidelines

To get the best offers for your clients, you need to shop them with the carrier that best suits their circumstances and needs. Please refer to the Underwriting Guidelines in ALISS for estimating your prospect’s rating class and selecting the most fitting carrier.

Log in to ALISS to access Underwriting Guidelines for all carriers.

Licensing

Efinancial strives to make licensing simple so you can begin doing business with us as soon as possible.  Our Contracting and Licensing Department is staffed with trained specialists to efficiently process contracting paperwork. Our specialists are available to provide you with assistance in state licensing requirements, fee requirements, renewal appointment and non-resident appointment requests.

If you are currently being contracted and have questions, please contact our Contracting and Licensing Department at 866.853.6353.

Check Case Status (aka Case Management)

Log in to ALISS or contact your case manager for status on any of your cases.

Learn More About Our Life Insurance Agent Training

If you have other questions, or need further assistance, Contact Us.

The Virtual Agent Program has streamlined my life insurance business. It takes most of the admin work and shifts it to my case Efinancial assistant/case manager. All I have to do is focus on prospecting and leave the back-office stuff to them!

Laney
Independent Agent

Before joining the Efinancial Virtual Agent program I was not a productive agent. Without my assistant and case manager, I never had time to make sales and do all of the necessary paper work and follow up with my clients. As a part time agent, my time is extremely limited and I need it all to be making contacts with potential clients. The VA program allowed me to be a success in this business!

Abby
Independent Agent

Thank you so much for your support! Efinancial has absolutely changed the way I view my practice. Only now do I see how much of my day was bogged down with paperwork and time consuming follow ups. With the help of Efinancial, I now can spend my time on what matters most… selling! I anticipate that my case volume with continue to increase and I thank you for making that possible.

Doug
Independent Agent

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