AGENT HEALTH SCORE

Owners

Goods & Services

Education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; providing training classes, seminars, workshops, mentoring, and coaching in the field of sales and business operations on how to market to clients through direct mail lead and warm market marketing programs; providing training for independent insurance producers and agents engaged in direct sales of insurance products, namely, training classes, seminars, workshops, mentoring, and coaching in how to structure and operate a successful insurance agency

Insurance consultation; insurance consulting in the fields of life insurance, mortgage protection insurance, final expense insurance, disability insurance coverage, critical illness insurance

Independent marketing organization services and insurance marketing organization services, namely, providing business marketing services necessary for the independent insurance agent and producer to operate their insurance business; independent marketing organization services and insurance marketing organization services, namely, business and business management consulting, marketing and sales management services for independent insurance agents and producers; providing contracting services in the nature of facilitating contracts between independent insurance agents and producers and insurance carriers, namely, processing insurance carrier contracting paperwork and submission of the paperwork to the insurance carriers, and providing proper documentation to insurance carriers in conjunction with insurance carrier contracts; providing new business application services to independent insurance agents and producers, namely, providing office functions in the nature of administrative processing of insurance applications and forwarding them to insurance carriers; providing sales leads and referrals for independent insurance agents and producers in the field of insurance; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes to insurance brokers, agents and agencies interested in these requests; promotion of insurance services on behalf of third parties; advertising services; business administration services; arranging and conducting business conferences; business networking services and advertising and marketing services, namely, connecting and fostering business and agency contractual relationships between independent insurance agents and insurance companies