Step 1: Save & Document Client 📑

• Save client’s contact in your phone immediately 🚨
  • Keep notes in your phone contacts about their policy details
• Update your Client Inventory Sheet with:
  • Name
  • Phone number
  • Product written
  • Policy number
  • Key notes (health, goals, objections, etc.)

Step 2: Submit Your Sale in Discord 🏆

Calculate Annual Premium

• Monthly premium × 12
• Example:
  • $250/month × 12 = $3,000 annual premium

What to Include in Your Submission

• Annual Premium
• Carrier (ex: NLG, Americo)
• Lead Type (FB, ILC, GOAT, Warm Market, etc.)

Watch This Before Submitting ‼️

How to Submit a Sale Using Discord Automations

https://drive.google.com/file/d/11gpG7Lv4bGvIR_l0LjuiuW7RfC5_CX9e/view

Step 3: Send Client Confirmation Text 📱

Send this same day after submitting the application:

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