Getting Started
Your roadmap to closing your first deal
Your First Week Progress
Complete these essential tasks to set yourself up for success
Daily Activity Targets
Week One Checklist
Product Training
Sales Scripts & Techniques
Territory & Prospecting
Start Selling
Essential Resources
Achievement Milestones
Hit these goals to unlock rewards and advance your career
First Meeting Scheduled
Book your first qualified appointment
First Deal Closed
Get your first venue signed up
3 Deals in 30 Days
Hit the Fast Start milestone
Certification Complete
Pass the product knowledge quiz
Pro Tips from Top Performers
Advice from reps who crushed their first month
Focus on event venues, not general businesses
Wedding venues, corporate conference centers, and unique event spaces are your sweet spot.
Lead with the savings, not the product
Most venues overpay for annual policies. Show them how pay-per-event saves 30-40%.
Ask about their current renewal date
Timing is everything. Catch them before renewal for the highest conversion rates.
Get the decision maker on the first call
Always ask: 'Are you the person who handles insurance decisions for the venue?'
Follow up religiously
80% of sales require 5+ touches. Most reps give up after 2. Don't be most reps.
Your Support Team
Sales Manager
Your direct point of contact for coaching, deal support, and career development.
Underwriting Support
For complex quotes, special coverage requests, and policy questions.
Sales Team Slack
Connect with fellow reps, share wins, and get real-time advice.
Ready to Start Selling?
You have everything you need. The fastest path to your first commission is picking up the phone.