Sales and Presentation
Find PPP Loan Information
Here you can find out if clients or local businesses have taken the PPP Loan. Business who took PPP can typically qualify for at least ...
Occams Sales Tools
Sales Script
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Rebuttals to Common Questions
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Occams Presentation Materials
Occams ERC Brochure - 1
Occams ERC Overview Brochure - 1
Occams ERC Brochure - 2
Occams ERC Overview Brochure - 2
A quick tour of the Occams Portal
The Occams portal will be activated when you send your first client through your Custom Link found on your Partner dashboard under the ...
Qualification Checklist
Click the image below for a downloadable, printable file
ERC Call Script
"Good morning Mr/Ms (name), have you received your ERC refund from the IRS yet?"
If they say "YES," then ask if they know any busine...