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Your One-Stop-Shop for all Your Life Insurance Agency Needs

Life Insurance Training

Track Client Interactions

Request Policy Illustrations

Submit Applications

Get Paid

We help our agents reach their FULL potential.

7 Day Free Trial on Select Memberships

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

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

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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.

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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 Avtivity 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!

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

7 Day Free Trial on Select Memberships

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

 

Marina del Rey, CA

help@trisTOM.com  |  Tel: 661-644-5509

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