Builder Central
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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
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PHASE 2 โ In-Field Onboarding
Field onboarding
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PHASE 2 โ New Remote Onboarding
Remote onboarding
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Review & Goal Setting
Weekly planning
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Builder Checklist - In-Field Agent
Checklist
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Builder Checklist - Remote Sales Agent
Checklist
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Powerhouse Welcome New Agent Upline Thread
Checklist
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One Pager Flyer
Folder
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Recruiting Tools
Resources to support setup, workflows, and recruiting operations.
Setup & Recruiting Tech
Calendly setup and account management
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Setup & Recruiting Tech
Calendly setup and account management
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Screening & Scheduling
Invites, inbox workflow, screening, confirmations
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Screening & Scheduling
Invites, inbox workflow, screening, confirmations
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Advertising Management
Indeed setup, strategy, and ad management
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Advertising Management
Indeed setup, strategy, and ad management
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Recruitment Materials
Interview Script, Assessment & Tracking
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Recruitment Materials
Interview Script, Assessment & Tracking
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First Interview Script
Script for conducting the initial interview.
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Group interview
Guide for conducting structured group interviews.
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Post Group Forum Form
Form
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Group Presentation
Overview presentation for group sessions.
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DISC Assesement
Evaluate candidate personality and overall fit.
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Group Interview Scheduling Template
Template to organize and confirm interview times.
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Recruitment Tracker
Track candidate status.
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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.