Resources

Agent Resources

Scripts, guides, worksheets, and tools to help you sell with confidence.

Scripts
Objections
Common objections and proven responses to keep the conversation moving forward.
Google Doc
Ethos Script
Step-by-step sales script for Ethos product presentations.
Google Doc
Guides & Tools
Product Guide
Comprehensive guide to our product offerings and how to position them.
Google Doc
Client Worksheet
Fillable worksheet for gathering client information during discovery calls.
Google Doc
State License Costs
Licensing fees by state for insurance agent applications.
Reference
Insurance Grok Bot
AI-powered assistant to help answer insurance-related questions instantly.
AI Tool
Buy CRM
Purchase your Kairos Financial CRM to manage leads, clients, and follow-ups.
CRM
Log In to CRM
Access your Kairos Financial CRM dashboard to manage your pipeline.
CRM