INSURANCE 101 STARTER KIT
TEAM Elite Agency Marketing / Agents in the Community

WHAT IS INCLUDED

1. Insurance_101_Family_Mini_Course.pptx
   A 20-slide, customer-facing mini-course with speaker notes.

2. Insurance_101_Family_Workbook_Template.docx
   An editable family workbook that follows the course.

3. Insurance_101_Starter_Kit_Agent_Guide.docx
   The 90-minute implementation plan, separate Independent and
   Captive/Franchise guidance, campaign templates, boundaries, and metrics.

4. Insurance_101_TEAM_Website_and_Email_Launch_Kit.docx
   Landing-page copy, download architecture, tracking plan, five-email
   launch campaign, LinkedIn post, and website checklist.

FASTEST MVP LAUNCH

1. Review the legal/compliance language.
2. Upload the four editable files to the TEAM website.
3. Publish the no-form landing page.
4. Add GA4 file-download tracking.
5. Add an Awesome CRM trigger link for known-contact email sends.
6. Test on desktop, mobile, and in an incognito browser.
7. Send Email 1 to a small test segment before expanding the campaign.

IMPORTANT

This is generic educational content. State law, carrier rules, policy language,
endorsements, exclusions, and agency compliance requirements control. Agents
must customize and obtain any required approvals before distribution.

Youth-related education should be sent to the adult policyholder, parent, or
guardian—not directly to a minor.

