Please answer the following questions to the best of your knowledge:

2. Check all that apply. Our agents have access to the following tools and information in this password protected area:
insurance planning tools and calculators
applications and wizards for illustrations
marketing literature
frequently asked questions
sales tips
application and customer service forms

3. We have an effective, automated system for disbursing and tracking leads given to sales agents.
True
False
Not Sure

4. We provide all sales agents with web-based interactive tools to assist them in describing our products to clients.
True
False
Not Sure

5. We receive 10% or more of our leads from our public web site.
True
False
Not Sure

6. Our public web site includes the following tools and information for our customers (check all that apply):
insurance planning tools and calculators
comprehensive product information
dynamic features such as "life planning" tips
frequently asked questions
online application completion
registration/submit questions page

7. We have a proven sales approach consistently used by all members of the sales team.
True
False
Not Sure

8. We know the skills deficits of all sales team members and are proactively addressing these gaps.
True
False
Not Sure

9. If given one minute with a prospective customer, every employee and agent of our company would clearly describe what we do and what makes us different from our competitors.
True
False
Not Sure

10. Every employee in our organization considers themselves part of the sales process.
True
False
Not Sure

11. We develop annual (or more often) strategies and implementation plans for maximizing our sales and marketing efforts through technology
True
False
Not Sure

Please send me regular sales and marketing tips through email.
Email address: