Introduction
More About trisTOM
We are the only platform designed specifically for the Life Insurance Agent. Whether you are an independent, captured, part-time, or just starting out as an agent, we formulate a working strategy to enhance your productivity. All the tools and guidance you need to be a successful agent - right at your fingertips.
Enhancing Sales Skills
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Establishing the Right Activity
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Developing Daily Habits
trisTOM's Three Pillar
Approach to Success
Providing you top quality training videos giving you the skill set to talk to any prospect about any topic related to life insurance.
Giving you all the tools you need to establish the right activity. A CRM, ability to request illustrations, task manager, sales process tracker, and more.
Our REWARDS program will help you develop daily habits. You'll earn points as you use trisTOM to advance your sales. Redeem those earned points for one on one training, lead lists, and more.
Enhancing Sales Skills
Training Courses & Quizzes
Providing you sales training courses to enhance your skill set. The videos are short, sweet, and provide tangible tools you can use in your meetings with clients. A unique feature at trisTOM is the post video quiz. After each video, take the quiz and test what you've learned. Videos are added monthly so you'll continue to improve on how to position life insurance effectively on clients.
Establishing the Right Activity
One-Stop-Shop For All Your Life Insurance Agency Needs
Simple, modern, and highly effective. trisTOM was built specifically for the Life Insurance Agent. All the tools you need to be successful and establish the right activity - activity focused on the sale. Add clients, files, notes, tasks, and more to ensure clients never slip through the cracks again. Develop your book that will propel your career and prepare you for years to come.
Developing Daily Habits
Earn Points for Completing Activity That Drives Sales
Consistency is an area all agents struggle with but is important to become a successful Life Insurance Agent. So how do you stay consistent? Earn points for daily habits! For each activity entered into the system (adding clients, illustration requests, submitting policies, etc.) you'll earn points for prizes such as personalized training, life insurance leads, and more!
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Membership Plans to Help Fit Your Specific Needs Within the trisTOM Formula
The Aspiring Agent
For the agent looking for additional training videos on how to run an agency, develop a life sales process, and how to be successful in selling life insurance.
Life Insurance Videos (20+ Videos)
New Videos Added Monthly
Marketing Material - Point of Sale Content for Client Meetings
25% Off Any One-on-One Training.
Web-conference training developed for you.
Community Chat for Any Specialized Cases .
Reach Out to Other Agents and Learn
$39.99
One Time Fee Lifetime Membership
Pay Once And Receive Future Videos At No Additional Costs
The Professional Agent
For the agent looking for additional support to help streamline their agency. All the tools needed to run your business successfully - all in one place.
All the Videos, Marketing Material, Discount on One-on-One Training included in the Aspiring Agent Plan
Life Insurance Agent Specific Client Relationship Manager for up to 50 Clients
Requests Hypothetical Illustrations From Over 70 Carriers - See Which Carrier Offers the Best Policy
Sales Process Tracker for Each Client Entered in the CRM - Keep Track of Moving the Client Along
Live Chat with Professional Insurance Agents to Discuss Case Work You Have
$30 Per Month
Charged Monthly
No Contract - Cancel Any Time
We Should Need to Earn Your Business Each Month
FREE 7 DAY TRIAL!
The Platinum Agent
For agents that want serious about reaching their full potential in the life insurance industry. Gain access to the tools successful agents use, write business from the top carriers, and receive personal assistance every step of the way!
All the Content of the Professional Agent (Videos, Marketing Material, CRM Dashbaord, etc.)
Life Insurance Agent Specific Client Relationship Manager for UNLIMITED Clients
Requests Hypothetical Illustrations From Over 70 Carriers - See Which Carrier Offers the Best Policy
Contract as an Independent Agent With trisTOM and Receive the Highest Street Commission Available
Access to trisTOM's Underwriting Team to Ensure Clients get the Best Possible Rating Available
Dedicated trisTOM Associate to Help With Any and All Questions Regarding to Life Insurance
$35 Per Month
Charged Monthly
No Contract - Cancel Any Time
We Should Need to Earn Your Business Each Month
FREE 7 DAY TRIAL!
