With over 15 years of experience in the insurance industry, Edward Pritchett seeks to educate and help other agents along their journey.
These resources and training materials do just that. As we seek to educate and empower insurance agents across the industry, we provide training materials to help all agents, no matter their IMO!
Agents looking for a change can learn more about what life as an Independent Agent with us looks like.
Agents who are truly independent can harness the power of Insurtech products without leaving their current organization.
As you begin your journey, our agent expectation videos can help you visualize a career with The Pritchett Agency!
Eliminating the guesswork of systems and prospecting, so you can focus on selling.
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From our thoughtful training to a specialized CRM, our systems help you easily manage every stage of the sales pipeline and focus on getting your clients coverage.
Designed with you in mind, our leads program has a lead type and price to fit your needs, whether you are a new agent or a seasoned pro.
With instant-decision solutions and proprietary products, agents are able to help more clients than ever find a product to fit their needs.
Training begins with Basecamp, which is part of our online learning management system, called Summit. The basecamp portion is about 6 hours worth of training and can be completed in a day or two. Training for our agents is ongoing through the Summit platform and will guide you in 4 different phases after Basecamp. Each phase connects to a range of contract levels that you will be moving through at that time.
Your direct mentor will be Mike Gamba, he is an Agency Director, a top producer, has been with us for almost 9 years, and currently serves as our Baseshop Director. You will also have access to our new agent mentor, Doug Suttenfield, an 11-year veteran with us, top producer, and subject matter expert on Annuities, Debt Free Life, and Medicare plans. In addition to those amazing mentors, you will have access to the fullness of the insurtech platform which allows you to receive training from top agents and builders across the company.
The marketing that we provide for recruiting is twofold: First, we provide marketing templates to be used on social media and websites, for both recruiting and client relationships. There are many videos and other digital assets that can be used as well. Second, through the Insurtech platform and partnerships with reputable affiliates, agents are provided with greater name recognition as you look to recruit and build our organizations.
As long as an agent stays in good standing, by not churning business when they leave and maintain an active appointment with the carrier, their book of business stays with them. This allows them to continue to receive any renewal commission that is owed to them as long as the client keeps the policy active. This is what is meant by being able to own your book of business with us.
We have over 30 carriers we are partnered with. Our core carriers include Americo, American Amicable, Mutual of Omaha, Foresters Financial, and SBLI. Other carriers include Gerber, John Hancock, National Life Group, and so many more!
Our agents have an arsenal of products available to offer their clients, as well as products specific to the Pritchett Agency, like Bulletproof Retirement and Tax-Free Living. Just a few of our products include: Debt Free Life; Annuities; Infinite Banking; Term Life Insurance, now officially offered at the 40-year level; Quility Financial Advisors; and so many more! Agents have access to a full suite of instant-decision life insurance products, as well as many advanced-market products.
Whether you’re new to the industry or a seasoned pro, the cost of leads is heavily subsidized so that there are options for every budget. Spend your time selling, not prospecting! Our in-house support team connects agents with vetted and highly effective leads for all of our products, in the form of direct mail, call-ins, and digital.
The agent journey, and therefore commission income, is entirely up to each individual. Some agents opt for a more passive income route, while others often write $10,000+ in APV in a single week. Agents typically enter on a 80% contract level, and they can work their way up to a 130% contract level. To hear specific examples of part-time and full-time income potential, schedule some time to see if we’d be a good fit for you!
Quility Financial Advisors is a new partnership with a group of retirement professionals who will offer services to your clients and you'll get 60 to 80% of the app split!
Recently launched with Legal and General of America (LGA), Quility Term Plus (QTP) offers terms up to 40-years, $2 million in coverage and preferred plus to table 12.
Our agents get access to Edward's book, Tax-Free Living, as well as the workbook and coursework. Agents are able to offer clients a framework to structuring their taxes to work for them.
Agents are now able to offer their clients estate planning through Estate Guru! Through a dedicated agent, clients can now expand their portfolio with a will, joint trust, or individual trust.
Our Direct-to-Consumer platform allows clients to buy an insurance policy on their own, from their computer. The agent that sent them to the site is still their agent and gets paid the commission for the sale!
The Book of Business Management allows agents to have the necessary support needed in order to not only grow, but also elevate their independent agency!