Agent Tools
Everest Tools
FOR AGENT USE DURING SALES AND TRAINING CALLS
After you have created an account via this agent website, you will have the ability to log into the Everest PriceFinder℠, My Wishes Funeral Planning Tools, the same tools your clients will be using. Your access to these tools will enable you to provide unlimited demonstrations, support and training to your existing and prospective clients. For example, PriceFinder allows you to quickly select and compare funeral costs in a geographical area selected by your client.
Note: You will not have access to Will Prep or Tenzing for demonstration purposes. If you have become an Everest Client as a result of purchasing an insurance policy that included all Everest tools and services, you may demo these two tools using your personal online access.
Everest Bubblr™
Everest Bubblr™ is a tool designed for WFG teams to manage leads and contacts using “bubble charts.” Bubblr allows WFG leaders and agents to easily add recruits and prospective agents to their network “bubble,” enabling an efficient way to manage information for their entire “team,” called a Base Shop in the WFG world. Built by Everest, Bubblr was designed to assist with recruiting, communications, and sales support.
Access to Bubblr™ is by invitation from your upline leader. Contact your SMD for more information about using Everest Bubblr™.
Bubblr is available in the App Store and Google Play.
Watch the Bubblr Video.