Be Field Ready or Zoom Ready
Professionalism starts before you ever meet the client — whether it's in person or over Zoom. Use this quick-reference checklist to ensure you're fully prepared, organized, and confident for every appointment.
1. eApp & Carrier Access Setup (Non-Quoter Carriers)
Set yourself up for success by organizing access to carriers that don’t run through FEX Quotes or Insurance Toolkits:
- Create a desktop folder labeled “Carrier Links – Non-Quoter”.
- Add a Word document or shortcut with login pages for all applicable carriers.
- Test each carrier login in advance. Save credentials in Chrome for faster access.
- Confirm your mobile hotspot is configured and working on your laptop or tablet, so you can log in easily from the field.
Pro Tip: Nothing says “pro” like smooth logins and instant access, even on the go.
2. Keep Paper Apps in Your Bag (Always)
Even in a digital world, paper applications still close deals — especially when tech fails:
- Print and organize paper apps for your most-used carriers.
- Store them in a clean folder alongside a pen, notepad, and any optional leave-behinds.
- Use them when Wi-Fi is unavailable or if the client prefers paper.
Pro Tip: Paper apps are an old-school backup that still works when you need it most.
3. Have Carrier Brochures & Field Underwriting Guides Ready
Visuals build credibility and help reinforce the value of what you’re offering:
- Order printed brochures directly from each carrier.
- Keep digital PDF versions saved on your desktop for email follow-up after meetings.
- Download and save Legacy’s Simplified Issue Term and Final Expense Field Guides for quick access.
Pro Tip: Clear, carrier-branded visuals help position you as a knowledgeable and prepared professional.
4. Test Your Phone Hotspot Before You Hit the Field
Don’t wait until you’re at the client’s home to find out your hotspot doesn’t work:
- Enable your mobile hotspot and connect your laptop or tablet ahead of time.
- Save the connection so it automatically reconnects.
- Make it part of your routine to turn the hotspot on at every appointment.
Pro Tip: Reliable tech keeps your appointments running smoothly and avoids awkward delays or excuses.
5. Quoting Tools Setup (FEX Quotes / Insurance Toolkits)
Instant, accurate quotes help you close faster and with more confidence:
- Register with FEX Quotes or Insurance Toolkits (whichever your agency uses).
- Bookmark the tool in your browser for quick access during appointments.
- Practice quoting scenarios for both Final Expense and Mortgage Protection so you're confident with ranges and risk classes.
Pro Tip: Knowing the numbers and how to run them in real time makes a huge difference in closing confidence.
Final Prep Tip
When you’re organized, you sell better. Being field- or Zoom-ready isn’t just about the gear you bring — it’s about how you show up. Confidence, speed, and clarity come from having everything you need at your fingertips.
