Preneed Sales Training
Welcome to Security National Family of Companies! We look forward to our joint efforts in serving families across the nation.
Preneed Sales Presentation
This sales training video is designed to be a guide as you make a presentation to a family about prearranging their final wishes. It is a good idea to at least spend some time getting yourself familiar with the terms and process. You will find a similar written script in the downloads section.
Preneed Product Offerings
We offer a variety of coverage and payment options to fit the needs of the families you serve. Click the button below for a printable brochure that highlights all the key features of our plans.
Access Agent Portal for Telesales Application and more
Through your agent portal, you have direct access new business and Preneed App.
- Process Apps Quicker
- Process Apps More Effectively
- View Commission Statements
- Access the SNL Rate Calculator
Your agent portal gives you additional access to order printed applications as well as printed marketing materials such as brochures and tri-fold brochures — available in both English and Spanish, lead programs, newsletters, and so much more.
New to Agent Portal 2.0? Check out our video resources to find out just how easy it is to use!
|Upload Documents||CLICK HERE|
|Uploading Documents Using Mobile||CLICK HERE|
|Changing the Default Language||CLICK HERE|
|Adding App Icon Android||CLICK HERE
|Adding App Icon iPhone/iPad||CLICK HERE|
|How to Order Bookmarks||CLICK HERE|
Work Your Leads with LeadHub
Security National has developed a solution to your lead management woes. Available exclusively to our producers, LeadHub can be accessed from anywhere via your agent portal.
Track your leads, view documentation, make detailed notes, and more – all from one easy-to-use place.
LeadHub gives you the tools you need for a more efficient, productive, and successful career.
How to Upload New Business
As mentioned above, you can use your agent portal to instantly upload new contracts.
STEP 1: Click on the “New Business” tile.
STEP 2: Click on “New Business Upload.”
STEP 3: Click on “New Business Only.”
STEP 4: From here you can add any additional comments. Click on “Choose File” when you are ready to upload.
Download Documents for Quick Access
We’ve compiled some quick documents available for direct download. You can also order these documents by placing a supply order through your agent portal.
Fast Start Contest
We offer a New Agent Fast Start Program. You have the opportunity to kick start your career by hitting milestone achievements in your first 2 weeks, 30 day, and 60 days after being appointed with SNL. Upon achievement of these milestones, you will be given SNL branded gear to further support your career.
Inman Travel Plan
We are proud to work with Inman to offer a Travel Plan to our customers.This plan covers the return of the deceased if death occurs 75 miles or more away from their legal residence.
At the time of your appointment with SNL, you were also appointed as a “marketer” with Inman. You will be contacted by Inman and provided a unique “marketer ID” to use on all Travel Plan sales including online and hard copy. Inman will also provide you with a packet of marketing materials.
Agent Hotline: (855) 765-4765
In an effort to provide better agent support, please call 1-855-SNL-4SNL for specialized support.
Press 1: New Business
Press 2: Commissions
Press 3: Underwriting
Press 4: Lead Support
Press 5: New Hire Appointments/Sales Support
Press 6: Marketing
Press 7: Policy Service
Claims Fax: (866) 403-5365
Policy applications submitted by FedEx or UPS should be sent to:
Security National Life Insurance
433 Ascension Way, Suite 600
Salt Lake City, UT 84123
Policy applications submitted by USPS should be sent to our P.O. Box:
Security National Life Insurance
P.O. Box 57220
Salt Lake City, UT 84157
Funeral Home Partnership
We pride ourselves on our preneed product offerings, but we also offer marketing assistance to our funeral home partners. We offer several methods for lead generation and also provide additional marketing collateral such as the video below.
A Day In the Life of a Policy
Have you ever wondered what happens once you submit a policy? Watch the video below to learn more!
SNL’s Leadership Essentials
Our Director of Sales Development, Jeremy Cox, sat down with us to discuss SNL’s Leadership Essentials.