ADVANCES & CHARGE OFF REQUESTS

NEW AGENT training

CRM

"HOW TO" VIDEO TUTORIALS

CALENDARS, CONTACT INFORMATION & INCENTIVES

tuma agencies shared calendar

2025 Sales CALENDAR

CONFERENCE CALL INFO

Tuma agencies contact information

Tuma Agencies Top Performances

FHD Incentives Book

FHD & AGENCY INCENTIVES

COMPENSATION & TRAINING SUMMARY

FORMS & MANUALS

FHD Success Manual

FHD Administrative handbook

Salesforce CRM users guide

Supply Order Form

Goal Cards

GOOGLE DRIVE RESOURCES

Printable Forms

claims

Branding & social media

Technical training

eagles

"How To" videos

MISC TOOLS, TEMPLATES, ETC.

GETTING STARTED

How to Order Business Cards

NEW TERRITORY WORKSHEET

families for protection - blank

Back to the Basics Checklist

Letterhead Template

FOLLOW NOTES

GOAL SETTING

WEEKLY GAME PLAN (WGP) - Google sheets

WEEKLY GAME PLAN (WGP) - printable

Vision, plan & follow through (VPF)

INCOME EXAMPLE GENERATOR

PRE-APPROACH & REFERRALS

B2B Pre-approach - google sheets

B2B PRE-APPROACH - Printable

REFERRALS: Who's in your network?

REFERRALS - blank

B2B REFERRAL "HOT" LIST

Referral Tic-tac-toe

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