The Professional
Agent Plan
Gain access to all the tools necessary to run an effective life insurance agency. Stay discipled and earn point to redeem prizes
Dashboard Screen

Take Charge With Your Agency Dashboard

Rediscover how you approach your book of business by discovering opportunities each day. Our dashboard is simple to use regardless of how tech-savvy you may, or may not be. The system designed specifically for the life insurance agent. Members find it reliable, easy to use, and effective allowing you more time to build relationships with your clients.

Earn Points Getting You Closer to the Sale

For each entry into the system (Client Add, Request Illustration, Complete Sales Tracker, Submit Policy, etc) you'll earn points! Accumulate those points over time and redeem them for prizes! A way to make sales tracking fun and engaging!

DashboardScreen2.png
DashboardScreen2.png

Points Redeemed for Pizes to Further Your Business

As you earn points, check out trisTOM's Store to redeem those points for items such as FREE sales training, credit to client lead lists for your area, and merchandise. The goal is to make sales easy the more you and your team stay disciplined using the system.

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

Earn points as you move closer to the sale. Redeem those points for prizes!

$30.00 Per Month

Charged Monthly

No Contract - Cancel Any Time

We Should Need to Earn Your Business Each Month

Marina del Ray, CA

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

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