Risk Management
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Sales & Training Resources
Curated Compliance Toolkit Overview
DAQ for Benefits and Commercial
Granite Services for VIP's Handout
Voluntary Benefits Handout
Granite HealthPro vs. Zenefits = No Contest
Granite's Results Focused Process
Granite Menu of Services
Maxwell Producer Resources
Granite 2018 Labor Law Changes for CA Employers
Get Your Prospect To Say Yes Every Time
Goal Setting Formula for Production Sales
Selecting the right ben admin system
E-COMP How to Guide
Granite Services Handout
YES to Coverage For Corporate Officers
Producer training program
Training Menu of Services Client Contracts
Marketing Tools & Training Guide
Researching Prospecting and your Perfect Ecosystem
Diagnostic Appointment Questionnaire (Please Customize)
Maxwell Fact Sheet
Transferring-Referring Personal Lines Calls & Requests to PL Dept
Sales Drop Letter - Sample
Handling Sales Objections
Benefits Timeline - Are you ready for 4th quarter?
Goalsetting = Time Mgmt Worksheet
Internal Changes for CL.ECOMP Wholesale New Bus. Leads
Granite Presidents Club
Building & Purchasing Leads Lists
Sales and Marketing Framework for New Granite Producers
BOP Questionnaire
Producers Process for Hubspot Lists and Requirements
2019 IRS Determination
Benefits Timeline for Tech Build & OE