Builder Central
ย
Develop leaders. Build teams. Create lasting impact in your life insurance business with proven systems and strategic training.
Builder Resources
Guides, checklists, and onboarding tools to help you build and develop your team.
10 Steps To Building
Builder roadmap
โบ
PHASE 2 โ In-Field Onboarding
Field onboarding
โบ
PHASE 2 โ New Remote Onboarding
Remote onboarding
โบ
Review & Goal Setting
Weekly planning
โบ
Builder Checklist - In-Field Agent
Checklist
โบ
Builder Checklist - Remote Sales Agent
Checklist
โบ
Powerhouse Welcome New Agent Upline Thread
Checklist
โบ
One Pager Flyer
Folder
โบ
Recruiting Tools
Resources to support setup, workflows, and recruiting operations.
Setup & Recruiting Tech
Calendly setup and account management
โบ
Setup & Recruiting Tech
Calendly setup and account management
Click any resource to open in a new tab.
Screening & Scheduling
Invites, inbox workflow, screening, confirmations
โบ
Screening & Scheduling
Invites, inbox workflow, screening, confirmations
Click any resource to open in a new tab.
Advertising Management
Indeed setup, strategy, and ad management
โบ
Advertising Management
Indeed setup, strategy, and ad management
Click any resource to open in a new tab.
Recruitment Materials
Interview Script, Assessment & Tracking
โบ
Recruitment Materials
Interview Script, Assessment & Tracking
Click any resource to open in a new tab.
First Interview Script
Script for conducting the initial interview.
โบ
Group interview
Guide for conducting structured group interviews.
โบ
Post Group Forum Form
Form
โบ
Group Presentation
Overview presentation for group sessions.
โบ
DISC Assesement
Evaluate candidate personality and overall fit.
โบ
Group Interview Scheduling Template
Template to organize and confirm interview times.
โบ
Recruitment Tracker
Track candidate status.
โบ
Interview Guides
Structured guides and reference material for interviews.
Recruiting Demo Videos
Step-by-step walkthroughs and interview demonstrations to support your recruiting process.
Recruiting Overview
Complete recruiting process walkthrough.
Group Interview
How to conduct structured group interviews.
Second Interview Demo
Final interview demonstration and expectations.
Broker360 App
Select a video from the right panel.
