Resources
The agency Sales Reference Binder — every script, worksheet and form the team uses across Goals & Leads, Auto, Fire, Life, Health, Commercial and Retention. Download the whole binder or just the section you need.
Sales Reference Binder — Complete
All 7 sections, 69 pages · PDF · 2.7 MB · Admin only
Monthly recap, goal setting & lead trackers
PDF · 2.1 MB · 11 pages
Monthly Goals Recap
Wins, struggles & line-by-line recap
Monthly Goals — Looking Forward
Auto, fire, life & health targets
Auto Leads Tracker
Prospect / current carrier sheet
FIRE Leads Tracker
Prospect / current carrier sheet
Life Leads Tracker
Prospect / current carrier sheet
Health Leads Tracker
Prospect / current carrier sheet
Bank Leads Tracker
Prospect / current carrier sheet
Coverage overview, modernization & quote worksheets
PDF · 87 KB · 9 pages
Mandatory & Optional Coverages Overview
State Farm auto coverage breakdown
4 Things That Can Happen in an Accident
Customer-facing explainer
2025 Modernization Questions
At-fault, tickets & eligibility questions
Auto Quote Worksheet
Full auto intake sheet
Multi Line Info Sheet
HO / renters cross-sell capture
Motorcycle Quote Worksheet
Year, make, model & usage
RV / Recreational Vehicle Worksheet
Full RV intake
Boat Quote Worksheet
Hull, motor & trailer intake
Home scripts & homeowners review tools
PDF · 80 KB · 5 pages
Home Script
Full homeowners quoting script
HOW Review
Estimated replacement cost walkthrough
Home Review Worksheet
Coverage & discount audit
Scripts, pivots, objections & underwriting guides
PDF · 123 KB · 27 pages
Life Insurance — Sales Script
Opening through close
Life Needs Analysis (LNA)
Full needs-analysis worksheet
State Farm Life Product Overview
Term, whole & universal
Life Pivots — How to Bring Up Life
Pivot language & hot list
30 Life Apps in 30 Days
Daily action plan
Top 17 Tactics for Life Sales
Producer tactics list
Creating Urgency Around Life
Age & eligibility framing
GIFE Marketing & Scripts
Final expense list marketing
Life Events
Natural openings by life moment
Life Policy Change & MLD Scripts
Service-to-sale conversations
Accumulated Dividends Over $10,000
Dividend conversation script
Table Rating COP Script
Handling rated cases
Ten Power Phrases for Selling Life
Word tracks
Textathon & Auto-Billed Life Scripts
Outbound campaigns
Objections & Rebuttals (Parts 1 & 2)
Full objection-handling library
Life Pivot: Auto Liability $100K+
Liability-based pivot (EN/ES)
Perfect Life Pivot & Transition
Post-call transition process
Instant Answer & Select Term Underwriting
Underwriting quick reference
Annual Life Audit Worksheet
Book review tool
Guaranteed Issue Final Expense + Chart
GIFE overview & rate chart
Health script & supplemental health positioning
PDF · 82 KB · 6 pages
Health Insurance — Sales Script
Discovery through close
Auto Billed — Short Term Disability
STD campaign script
Life / Health Product Insights
Product positioning notes
Unexpected Ways Supplemental Health Helps
Real-world use cases
Is Supplemental Health a Fit?
Qualifying questions
Business quoting intake & worksheets
PDF · 85 KB · 6 pages
Info Needed for Commercial Quotes
Question-by-question intake
Contractor Quoting Worksheet
Operations, protective & payroll
Business Lines Quote Worksheet
Property, liability & BOP intake
Save the account & the remarkable experience
PDF · 77 KB · 3 pages
Retention Script / Overcoming Objections
Save language & the 3 F's
The Remarkable Experience
Service standard & feedback ask
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