
This is to outlines their process for setting appointments and closing deals in insurance sales. We need to start with a first call to establish contact and basic information, adapting their approach based on the prospect's demeanor. We need to emphasize the importance of being flexible and open-minded, tailoring their pitch to each individual's financial situation and needs. Tyler also discuss the significance of setting appointments for a more professional interaction, rather than immediately pushing for a sale. Additionally, using medical questions as part of the process and the value of sending a professional-looking photo to prospects.