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Murray Insurance Agency Agent's Page

This page is for the sole use of Murray Insurance Agents and all information herein is proprietary and may not be used without the written permission of a director of Murray Insurance Agency.

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Life Insurance

LIFE/Final Expense info

See attached pieces as a guide for Life Insurance conversations! Also, check out the online needs analysis calculator that you can use as well:

Information needed to quote life insurance:

  • Name (optional)
  • Gender
  • DOB
  • State of residence
  • Coverage amount
  • Product (term or permanent)
  • Medications
  • Health risks
  • Height/weight
  • Nicotine? If yes, what type

Final Expenses / Whole Life / Underwritten Term

Russell Schalk – Sales manager
Lakeview Financial
410-527-1806 (home office)
410-382-4492 (office)
Lakeview Financial
208-401-0309 | 800-841-2855 x119
www.lakeviewfinancial.net

Quick Quote Term Life Product

Name: Devon Williams

Company: AMERILIFE/ GTL.

Phone: (800) 531-1411 X 72206

Fax: (727) 489-6900

E-mail: dwilliams@agentconnection.net

•Agent Portal Life Proposal Video (Agent use only). This will guide you through the process.

•https://drive.google.com/file/d/1mSj4lqCBiTrsHO3KI-yTUD4k6l_5P44g/view?usp=sharing

•New agent appointments are only completed when submitting business.

GTL Training Videos

GTL-TurboTerm Webinar

GTL – TurboTerm Corporate Webinar

GTL Quick Reference

GTL Quoting Tool

GTL Agent-Client Signature Guide

Lourdes Pagan

(407) 332-0909

– Front office support and reception
– Assists with Faxing and Scanning of documents
– Oversees meeting/seminars/scheduled events etc.
– Coordinates assembly of materials needed for events
– Monitors all equipment and materials going to Agents

Michaelene Criswell

– Commission reconciliation questions – send email with reconciliation form request

Nancy Kemper

(407) 489-2334

– New Group Sales – all questions/assistance/in field training with NEW Group sales
– NO Referrals assistance – reach out to Rogers Benefit Group

Stephanie Aldridge

(407) 716-7312

– Business Development ideas
– Financial issues – not related to Commissions
– Escalation of Issues not being taken care of in a timely matter

Renee Cline

(407) 421-3295

– Advice on any Marketing Events and Community Outreach
– Content of Email, Mail and Text campaign
– Coordinates all Social Media activity

Trista Anderson

(386) 566-9625

– Initial venture in to outside/inside Sales – one-on-one and classroom training
– In Field Support – need a colleague to join you on a Sales call to teach/support your activity
– Available for questions on most situations that may arise with a Sale of any product.