OFF TO SEE THE WIZARD
100

PRACTICE MAKES US BETTER BY USING THIS MODE

WHAT IS TRAINING MODE?

200

ON THIS SCREEN THIS IS WHERE IT IDENTIFIES WHO IS WRITING THIS POLICY

WHAT IS AGENT NUMBER?

300

IN THIS SECTION OF STARTING THE NEEDS ANALYSIS IS THE FIRST TWO THINGS YOU INPUT

WHAT IS FIRST AND LAST NAME?

400

ON THIS SCREEN THE FAR LEFT TOP INFORMATION IS 

WHAT IS FAMILY STATUS?

500

THE LEAD STATUS/IDENTIFICATION REFERS TO 

WHAT IS THE AFFLIATION TYPE?

600

WHEN DOING A CHILD SAFETY KIT PRESENTATION WHAT IS THE DRAW BACK TO HAVING THIS SET UP BEFORE THE HAND

WHAT IS DATE OF BIRTH(DOB)?

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