New Agent Workflow
From contracting to entering your first application. The full first-90-days path, including the step that prevents returned policies. Open →
Agency Handbook
One place for how we do things. Contracting, licensing, sales, follow-up, and how to build your team. Written down, searchable, and the same for every agent.
The four core procedures
Section titled “The four core procedures”Sales Process
Prospecting, the presentation, and the close. The way PUENTE runs an appointment, start to finish. Open →
CRM Follow-Up
How to log a lead, set the next touch, and work the pipeline so nothing goes cold. Open →
Duplication
How a partner turns a good agent into a team. Recruiting, contracting a downline, and training them to do the same. Open →