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!

Marina del Ray, CA

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

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Marina del Rey, CA

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

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