Reach Your Full Potential as a Life Insurance Agent

Our Formula for Agent's Success:

Enhancing Sales Skills

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Establishing the Right Activity

Developing Daily Habits

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SUCCESS

Enhancing Sales Skills

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Establishing the Right Activity

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Developing Daily Habits

The Only System Designed Specifically for the Life Insurance Agent 

7 Day Free Trial on Select Memberships

Enhancing Sales Skills

Providing you top quality training videos giving you the skill set to talk to any prospect about any topic related to life insurance.

Establishing the Right Activity

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.

Developing Daily Habits

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.

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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

Enhancing Sales Skills

Enhancing Sales Skills

+

Establishing the Right Activity

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!

Enhancing Sales Skills

+

Establishing the Right Activity

+

Developing Daily Habits

All the Tools Needed to Become a Successful for the Life Insurance Agent 

7 Day Free Trial on Select Memberships

Video - Life Insurance Sales Training to Increase Production

Simple, modern, and highly effective. Add clients, files, notes, and calendar reminders to make sure clients never slip through the cracks again. With UNLIMITED storage space, you can add all your client’s files and be able to retrieve important items on the go. This CRM cements your life insurance business and gives you complete control of your book of business like never before.

Sales Tracker Assisted With a Seasoned Expert

Why try and reinvent the wheel when working with your clients? Learn the step by step process of successful agents and close cases quicker! Clients added to your CRM system will be given a personalized sales process tracker that will provide a step by step process on how to close the case. From the first meeting to the client signing on the application. Follow the process of our highly effective sales process tracker.

Live Case Consultation to Provide the Best Options

Each client deserves the due diligence with their case as though they are your top client. Collaborate with highly skilled life insurance advisors in the industry and power-charge your meetings with an added layer of expertise. Consult with EXPERIENCED agents who specialize in life insurance sales. The team at trisTOM is here to ensure that you provide the best solution for every client.

The Task Manager Focused on Clients

Each task added to your 'to-do' list is assigned to one of your clients. This is to ensure we focus on the main task at hand. Closing more clients. Also, each task completed will be followed up with a question of, "what's next?", to make sure you're always thinking progress.

Available Memberships

7 Day Free Trial

$39.99 / One Time Fee

Lifetime Membership

$30 Per Month

Charged Monthly

$35  Per Month

Charged Monthly

Agent wanting successful and easily repeatable principals of top tier life insurance agents.

For established agents who want the support guaranteeing better results

Contract with trisTOM as an agent & have direct support 24/7.

REACH YOUR FULL POTENTIAL

All the Tools Needed to Become a Successful for the Life Insurance Agent 

7 Day Free Trial on Select Memberships

 Dean Scott

Aurora, Colorado 

The site has helped me tremendously! I can't tell you how much their system has helped me become more disciplined in my calls and meetings. Instead of reinventing the wheel each meeting, I know exactly what to do each and every time.

Nicholas Hogan

Santa Clarita, California 

I have been in the P&C space for over 20 years. The other lines of business have always worked out well for me, but my team and I could never get the life insurance to stick. That ended when we started working with Tristan at trisTOM. He provided simple and easily manageable pivots that are specifically designed for my business.

Richard Esparza

San Bernadino, California 

Having just joined the industry two months ago, trisTOM has given me the stepping stone I needed to succeed. After I took my L&H test, I wasn't sure where to go. I checked YouTube and stumbled upon the videos and they were a life saver!

Take Your First Step Today!
Our Team Will Provide Your Private Tour of the Membership!

 

Marina del Ray, CA

help@trisTOM.com  |  Tel: 310-751-0831

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