Intro
Start Here
Meet the Fortiva system. What this training covers, how the six-step process fits together, and what it takes to win as a new agent.
Fortiva Agent Training Portal
The Fortiva
A Proven Process
Everything you need to go from brand-new agent to client-ready professional.
Watch In Order
Video Training
Connect
Build Instant Trust
First impressions decide the appointment. Learn how to open the conversation, build genuine rapport, and earn the right to ask real questions.
Inspect
Master Discovery
The right questions do the selling for you. Walk through the family's current coverage, budget, and goals to get the complete picture.
Detect
Find The Gaps
Spot the holes in their protection before they become a crisis. Identify coverage gaps and help the client see the problem for themselves.
Correct
Present The Solution
Match the right products to the gaps you found, present with confidence, and handle objections without pressure or gimmicks.
Protect
Close & Serve
Lock in the coverage, set expectations, and become the agent that family calls for life. The close is the beginning of the relationship.
Free Resource · PDF
The Fortiva
The complete FIG Insurance Sales Guide — scripts, product breakdowns, and the full workflow behind every module above. Keep it close while you put the system to work.
Ready
The training shows you the system. Apply now and let's talk about your future with Fortiva.