The Simple Method to Selling Life Insurance
End the confusion of "how" life insurance is sold. trisTOM provides a specially designed CRM, Task Manager, Sales Process Tracker, and plenty of training videos to ensure you are prepared, confident, and effective when meeting with clients. trisTOM provides all the tools needed to be successful in the life insurance industry.
7 Day Trial on Professional & Platinum Memberships
Our Goal is to Help Agents Succeed by Helping Clients Responsibly
Finally, a Clearly Defined Path on How to Succeed
trisTOM will ensure you spend more time in front of clients, providing effective solutions, escaping the clutter, and minimize the time wasters. Our company offers agents a one-stop-shop for all their agency needs. You name it, we provide it.
Experienced case management consulting, life insurance sales training, client prospecting services, a client relationship manager, and much more. Members are given the tools proven to increase production and are guided by experienced agents who are dedicated to your success. trisTOM is committed to helping agents become successful and continue on a path toward increasing production.
Customized illustrations and solutions to fit every client's need.
Targeted Goal Setting
Determine your end goal and work backward to plan your year, month, & down to the day.
Advanced Sales Training
Developing content to cater to your every need. Business focused training.
Submit signed client paperwork and have us get the policy approved!
Become a trisTOM Member and Receive...
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.
A Sales Process Tracker to Streamline the Process
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.
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.
$39.99 / One Time Fee
Agent wanting successful and easily repeatable principals of top tier life insurance agents.
$30 Per Month
For established agents who want the support guaranteeing better results
$35 Per Month
Contract with trisTOM as an agent & have direct support 24/7.
REACH YOUR FULL POTENTIAL
Hear What Our Agents Have to Say
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.
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.
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!