PREQUALIFYING LEADS & APPOINTMENT AUTOMATION 

2 DAY accelerator



The Prequalified & Primed Leads & Appointments Automation that cuts the time you spend convincing your potential insurance clients to make a purchase from your by 

over 50% but doubles your overall profits

SECURE YOUR SPOT 


I was at my ropes end after going to my 7th appointment of the day, having to go home and make a list of calls for tomorrow just to try and avoid the common NO SHOW, with a list of potential clients that I recently quoted who I needed to send a 3rd and 4th email out in order to set a follow-up date and close.


As a single mom, just graduating college but unable to find a career in my field, I knew I had to keep dialing for dollars and door knocking until I was able to find a better way to get consistent leads and make consistent monthly revenue. I had to figure something out fast. 


Early one morning in 2016, As I was posting my new outfit of the day on social media, an ad popped up that asked me a question that stopped me in my tracks. “ What if you could attract your ideal clients instead of chasing them and what if by the time you connected with them they were excited to hear what you had to say and prepared to go to the next level?” This was a business-changing question.


It was after I went through her year-long business coaching program for 5k that I saw how life insurance agents could use the same system, funnel, and automations in our business but I also so where there was a disconnect in the sales cycle and buyers' psychology of a business coach clients and an insurance client. 


It was then that I came up with the system to use social media a virtual tools to automate the daily task that must be done for consistent leads, appointments, and sales but also keeps the average insurance agent frustrated, and burnt out, resulting in a high percentage leaving the industry seeking a career that brings regular pay with less overwhelm even their hearts aren't in it. The rest is history.


► ( Along with the thought of buying bad leads, dialing for dollars, door knocking, and annoying friends and family)


Since 2008, I have helped thousands of people to save millions of dollars by implementing advanced wealth strategies that can only be done via life insurance products by avoiding The 8 Silent Wealth Killers.


I have helped well over 1000 life insurance agents start, grow, and scale their life insurance business via savvy sales strategies, social media tools, and virtual systems + automations. 


I'm a girl techie with a bachelor's in computer science who has received multiple awards and accolades for sales, recruiting, and training. I have 20 years of direct sales experience, been a business owner for 14 years, and an online marketer for 5 years. 


Lastly, positioning myself and my company as a resource for teaching other life insurance agents how to help our community to close the wealth gap by closing the financial knowledge gap is not only my career but my ministry and a movement.


I believe that Life insurance agents are community superheroes. 



The more agents who learn to add to their bottom line while decreasing their overhead with less overwhelm and stress daily the more agents will stay in the field leading to more help for the community.




The importance and implementation of having automatic appointment reminders and post appointment follow-ups so that I don’t have to worry about the reminders myself. The system we set up during the training is not only what I would expect from a professional, but is also going to save me a lot of time and stress.

GRAB YOUR SPOT!!!

  • 00 Days
  • 00 Hours
  • 00 Minutes
  • 00 Seconds
YES! I'm tired of wasting time!


$997 Pay In Full

2 Bi-weekly Payments of $575

 

SECURE YOUR SPOT

SECURE YOUR SPOT


You're working too hard. You need a 24/7 leads, appointments, and a sales machine to do the heavy lifting for you!  Let me take the stress out of trying to build connections with your ideal insurance client and get them to show up to your appointment. 


Let me do that for you on autopilot and also have them expecting to get started same.  so you can get back to doing what you do best -Educating our community about the power of using life insurance a wealth building and income protecting tool.



Inconsistent Leads and Sales Reason #1: You're fighting a losing battle against time, evolution, and archaic insurance tactics. You just don't have enough hours in the day to do all of the things we’re used to doing via the traditional teachings. You need to automate key processes so you can increase your profits


Inconsistent Leads and Sales Reason #2: You need a targeted audience that you can actually get in front of since the unpredictable social media algorithms just isn't enough. You need an email/text list so you can hit publish and profit, stay top of mind, and create your own pool of warm leads, repeat clients, and referrals on autopilot!


Inconsistent Leads and Sales Reason #3: You know you need systems that sell in your business. The problem is you can't seem to figure it out on your own and you know it's costing you sales but also keeping you overwhelmed (even though the money is great!)

 

Life After You Build your Funnel & Automation: 

  • You attract highly targeted potential buyers as though you have a magic wand or a crystal ball 


  • You get emails. Messages, and comments that sound like marketing music to your ears: "It's like you're reading my mind - how did you know?" "How do I work with you to get this new policy or benefit?" "Where do I schedule an appointment for an updated policy review and financial analysis?" 


  • You hit your annual premium goals effortlessly... it could not have been this easy all along


  • You wake up to policies issued, appointments booked, and inquiries about your financial services and insurance products

  • You no longer chase clients around the internet, phone or text... after all, a financial physician don't chase!

That is the power of a Prequalifying Leads & Appointment Automation & Funnel 



The 2-Day Accelerator where you build the Prequualified Leads & Appointment Automation Funnel together  in a weekend 

--------$1997



SESSION One: 

Professional Positioning Digital Product Strategic Session --------$499


Choose and create your Digital Product in less than 90 minutes


  • Digital Product Template Provided 

  • Choose your digital product

  • Create your digital product

  • Optimize and personalize your digital product


SESSION Two:

Create your Funnel Assets Execution Session --------$1497


  •  Funnel Assets and deliverables templates provided

  • Choose your funnel assets and deliverables

  • Create your funnel assets and deliverables

  • Opimize your funnel assets and deliverables

  • Build your funnel framework



SESSION Three: 

Write your email/Text Sequence --------$697


  • Email Sequence Templates Provided

  • Write email/text sequence in less than 45 minutes

  • LIVE Strategy session where I want you through step by step how to customize your emails and email system

  • Elevate your funnel with your funnel assets and deliverables



SESSION Four:

Fill Your Funnel and Automation w/ Consistent Quality Traffic --------$997


  • Create your strategy to consistently “ Fill Your Funnel” and gain access to the “Fill Your Funnel Tool”

  • Craft your 90 day Relationship building, Repeat Clients, and Referrals Game Plan with the Email roadmap in less than 90 minutes

  • Launch Your Funnel 





BONUSES


► 4 Weeks of Coaching Calls & check-ins --------$2982

► 4 Weeks of Sale, Marketing, and Money Making Master Classes--------$1782

► 6 Months of Fix My Broken Virtual Life Insurance Business Private Community w/ weekly and daily support, feedback, accountability, and mentoring --------$1997

TOTAL VALUE: $10,511

$997

6 or more months of you trying to figure it out on your own

ENROLMENT ENDS:



GRAB YOUR SPOT!!!

  • 00 Days
  • 00 Hours
  • 00 Minutes
  • 00 Seconds
YES! I'm tired of wasting time!


I want to thank Stacie for taking the time to direct on this. To any agents sitting on the fence, consider this an investment into your business. An investment which is so worth your while. 







This is a game changer!!  I have been in other courses that indicate Service Businesses can covert sales utilizing social media and funnels but they are generally giving steps but not showing you how to do it. Stacie over delivered on so many levels. Thanks Stacie!!





PAY IN FULL: SECURE YOUR SPOT

PAYMENT PLAN OPTION: 2 PAYMENTS OF $575 


GRAB YOUR SPOT!!!

  • 00 Days
  • 00 Hours
  • 00 Minutes
  • 00 Seconds
YES! I'm tired of wasting time!



I had a broad vision and really no understanding of how to grow my business. I was so overwhelmed with all the components of being a business owner and not just a life insurance agent. 

FAQ

  • What changes will I see in my business?

    You will be quickly increase your issued policies which means increased commission checks You will be able to handle most of the objections and questions even before the meeting so closing is simple and easy.

  • Who is this training for?

    This training is for the agent who no longer wants to be a stressed and overworked life insurance agent. This training is also for the agent who's tired of wasting money on crappy leads. If you're an agent who doesn't want to struggle to connect with the right people - this training is perfect for you!

  • Who is this training not for?

    The workshop is NOT for the agent who isn't willing to put in the work via DWY - Done With You environment and be given all pertinent components in real time to you walk away with a complete funnel. This training is not for the agent who's not interested in using simple virtual strategies to lessen their load and responsibility while giving them more time to spend with their family daily.. There are agents who have such a big heart to serve that they don't mind spending all of their time with clients who don't complete the application which means they are overworked and underpaid just like a corporate job will not benefit from this workshop. This training is not for them!

  • What happens after you register?

    You'll register for the ZOOM workshop and receive a confirmation + reminder email. You will also receive a document with a list of things that will help you to be better prepared.

  • Will there be a FREE replay available?

    Yes, REPLAY will be uploaded to the course with other prerequisites, resources, and details.

  • Is there a digital product, service, or resource that goes with this training?

    Yes, after your purchase you will have immediate access to the prerequisite list and more. The prerequisites list only takes 1-2 hours to complete.

  • Is there a next step or workshop after this that will do more of a deep dive for better understanding and implementation? I

    i'm glad you asked. Yes! During the workshop you will have an opportunity to join the mentorship program for ongoing daily support and accountability so you can implement the other 6 major funnels of your business.

    1. What does the Prequalified Leads & Appointment Automation Process look like?

    1. Prequalified Leads and Appointments

    2. Lead vs Prequaified Lead

    3. 3 Things Needed To Prequalify Leads

    4. Reduce Waisted TIme w/ Quote Seekers - Then MONTIZE

    5. Why Should You Focus On Prequalified Leads Not Just Leads

About this course

  • $997.00
  • 6 lessons
  • 0 hours of video content




What Makes Me Qualified To Teach You?
Meet The Facilitator





Stacie L. Daniel

  • SAFE Investment Expert 

  • Virtual Agent Expert

  • Award-Winning  Consulting Firm & Agency Owner


As a Virtual Agent Expert & the creator of the Virtual Agent Method™: I've been able  to control my money, my time, and my life. I’ve been able to make 10k from one cold lead and consistently have 5 figure months. 


My client  wins included: increased monthly revenue by 80%, increased their submit business by 40% with a 90% approval,  and allowed them to focus on growing a team because they no longer have to do all of the day-to-day agent tasks.  a strategic combination of online and offline activities.

  

As a Safe Investment Expert, I'm in the business of helping my established entrepreneurs and corporate professional clients to Grow & Protect their money at the same time GUARANTEED as well as be positioned to receive GUARANTEED  lifetime monthly paychecks 


After being in the financial services industry since 2008, receiving multiple awards and accolades for speaking, training, & sales, I started my own award-winning life insurance agency and consulting firm. 


In 2017, I transitioned part of my business online because I wanted to work less, make more, and have a bigger impact on my community which afforded me the ability to train my fellow agents to do the same  and still have time to spare.



Stacie helped me set up a system to weed out the people who are not serious. I increased my revenue by 80%. Her systems allowed me to help more people and submit more quality business.