Intake sheets, procedural guides, and reference material gathered in one place so you can find what you need before a client conversation.

Standardized intake and client qualification templates to record essential details consistently from the first contact.

Step-by-step instructions for preparing and sending agreements through DocuSign so every signature request follows the same clear path.

Reference notes covering IUL concepts and everyday agent compliance practices, organized for quick review.

After a lead purchase is confirmed and paid, the order moves into an automated DocuSign document so the agreement can be sent without retyping details. Each completed document is archived with the order for easy reference.

Keep the intake sheet and DocuSign guide open together. Matching the two keeps client details consistent from first contact to signed agreement, and questions about any step can go to the contact page.