Tectonic

P&C Agent

Add life without disrupting what's working
Stop losing clients to full-service agencies. Add a product that makes your book sticky.

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Life Agent

Create a repeatable process that scales
If production is unpredictable, the process is the problem. Ten steps will fix that.

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Agency Owner

Hand every new producer the same system
Stop training from scratch. Give your team a framework that gets them producing faster.

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The 10 Napkin system. Premium Life Ins Training

Ten chapters. Each one fits on a napkin. Done in order, they cover everything from getting licensed to understanding your competitive position. No filler, no theory, and nothing you can't use this week.

01
Licensing Process
Get right before you get started

02
Term Life Insurance Overview
What you're actually selling and how to explain it

03
Daily Activity Goals
The metrics that actually predict production

04
Needs Analysis
The napkin method. Simple, proven, repeatable

05
Getting Quotes
How to shop the market without wasting time

06
Application Best Practices
Avoid the mistakes that kill placements

07
The Conditional Receipt
Coverage starts before the policy delivers
Most agents skip this. Don't.

08
Million Dollar Round Table
Use MDRT as a production target, not a trophy
The standard that separates producers.

09
When to Bring in a Planner
Bolt on financial services without losing the client
This is where the book compounds.

10
Know Your Competition
Understand the landscape and how to position in it
Know who you're up against and why you win.

Two ways to work through the system.

Self-Paced
$97

10 Napkin Video Series
+ All ten chapters as a downloadable video series. Work through it on your schedule, at your pace.
+ 10 chapter video modules
+ Downloadable reference materials
+ Lifetime access
+ Free guide included
+Upgrade anytime

coming soon

1-on-1 with Pat
$497

10 Napkin Live
+ Work directly through the framework with Pat in two to three focused sessions. Built around your book, your market, your gaps.
+ Everything in the video series
*+ 3 live sessions with Pat West
*+ Custom activity plan for your market
*+ Financial services partner introduction
*+ Direct access between sessions

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Not sure where to start? Grab the free guide below. If it's useful, the full system is waiting.