Keyboard Shortcuts & Set-Up
Press this key or key combination to quickly jump forward or backward through fields without clicking your mouse.
What is Tab / Shift + Tab?
Before getting on a call or asking for signatures, you should transfer all available details into this item first.
What is the new application?
For Americo, instead of reading detailed e-banking disclosures, ask if the client is using checking or this other account type.
What is a savings account?
The initial premium draft date must be scheduled within this time frame following application submission.
What is 24 to 48 hours?
Before sending signature links, you should verify these two pieces of client contact information.
What are mobile numbers and email addresses?
Pressing this key lets you check or uncheck boxes instantly on carrier portals.
What is the Spacebar?
You should identify empty fields beforehand so you only ask the client for this type of information.
What is missing (or unverified) information?
Rather than reading full replacement disclosures right away, open with this specific screening question.
What is "Is this your first life insurance policy?"
Securing the initial payment quickly helps seal coverage and maintains this client state.
What is client buy-in (or momentum)?
To ensure completion before hanging up, walk the client through opening the signature link on this device while still on the line.
What is their phone?
On a Windows PC, pressing the Windows Key plus these directional keys allows you to snap your CRM and carrier portal side-by-side on a single screen.
What are the Left and Right Arrow keys?
Pre-populating application fields prevents clients from having to do this annoying action
What is repeating information already on file?
This is the specific action you should take with replacement questions if a client confirms they do not have an existing policy.
What is marking "No" and proceeding immediately?
For recurring payments, draft dates can be aligned with this federal benefit schedule.
What is the Social Security Deposit Schedule (SSB)?
If a carrier portal freezes or won't advance, you should check for missing entries in these required items.
What are hidden required fields (or incorrect formatting)?
On Windows, pressing Ctrl + Shift + N quickly opens this type of browser window to bypass carrier portal glitches.
What is an Incognito (or InPrivate) window?
Avoiding repetitive client questions helps reduce client fatigue and maintains high levels of this during the call.
What is momentum?
Before reading full disclosures, you ask this single screening question to determine if replacement disclosures are necessary.
What is "Is this your first life insurance policy?"
Besides SSB, recurring drafts can also be scheduled to match these regular client dates.
What are income (or payday) dates?
If stuck on a loading screen, opening this type of browser window often resolves the issue.
What is an Incognito window?
This two-step shortcut combo allows you to quickly paste dates or phone numbers from your CRM to eliminate typos.
What is Ctrl + C and Ctrl + V?
Transferring data from existing worksheets or CRM records prior to the call ultimately speeds up this final process.
What is application execution?
You must stop and read the full replacement questions verbatim only when a client gives this response to the initial screening question.
What is "No" (or confirming they have an existing policy)?
While initial drafts are strictly 24–48 hours, recurring drafts are adjusted based on this condition.
What is if requested by the client?
Refreshing a portal during a glitch is generally safe because most carrier portals perform this action automatically.
What is auto-saving draft work?