Tools

Tools

BASE® provides you with unique access to various selling tools to make introducing BASE® products to your clients easier. By increasing your knowledge of BASE® products you will open doors to new selling opportunities.

Certification

By completing the BASE® Agent Toolbox Certification, you have proven your commitment to expanding your sales techniques by taking on additional products that will only enhance your current sales efforts.

Lead & Certification Report

The Lead & Certification Report notes whether or not you have become certified, along with the number of referrals you have submitted during the specified dates. This report can also be pulled by managers to provide a snapshot of the number of referrals submitted by all agents in their area.

Sales Tools & Support

This will provide you with access to marketing materials, important documentation and guidance, along with training materials to help you become more innovative out in the field. Plus, you will find access to downloadable tax calculators to provide savings examples to your clients.