Premier Legacy Call Desk

Intake

Your details for the script

Agent name

Direct phone

National producer number

Saved in this browser only. Client details are never saved.

Client

First name

Goes by

Middle name

Last name

Date of birth

Sex (for rates)

Street address

City

State

Zip code

Client phone

State of birth

Primary doctor

Health basics

Height (ft)

Height (in)

Weight (lb)

Medications

Beneficiaries

Checked names show in the script. In the eApp, the first name is the primary beneficiary and the second is the contingent. Everyone with a name appears in the follow-up email.

Wants and banking

Amount the client says they want

Bank name

Account type

Routing number

Account numbers are not stored here. Type them straight into the carrier application.

Call notes

Notes

Live script

Quote

American Amicable health questions

Recommended amount

Conservative amount

Carrier to name in the script

Draft date

Requested draft day on the application

Sample engine: made-up carriers, rates and eligibility rules so the flow can be tested. Do not quote from it. Real results will come from the Insurance Toolkits engine once it is connected.

Intake

Live script

Quote

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