NEW AGENT CHECKLIST
GET PLUGGED IN
- Add weekly conference calls to your calendar
- LIKE these pages on Facebook:
NOT LICENSED? Click HERE:
GET CONTRACTED
🔶 Send manager full legal name (First, Middle, Last), best email, and phone number
- Manager will register you in our Hierarchy Compensation Management System (HMCS). Manager will also submit your information to Alexis, our Head of Contracting and you will be getting four emails:
1. Your HCMS Account setup link
2. Your personalized link to our SuranceBay contracting portal
3. An email with SuranceBay instructions
4. An invite link to Slack - Our team communication tool
5. A "Confirm Your Subscription" email to join our New Agent Training email series
🔶 Need E&O Insurance?
- You can purchase E&O: HERE
- Select Option B
🔶 Go through your specific contracting link that was emailed to you
- It will have come from: admin@fflawakening.com
🔶 Complete the affidavit and acknowledgement
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”
- SuranceBay “Currently At” Statuses:
🔹Producer: Go back through and confirm your requested appointments
🔹BGA: Good Job, you have done it correctly and your contract has been sent to our home office
🔹Carrier: FFL home office has sent your contract to each carrier
🔹Discarded: Locate the reason, and email: contracting@fflamerica.com for help
- Check SuranceBay daily for contracting updates with each carrier.
- SuranceBay Help: HERE
🔶 Complete Anti-Money Laundering (AML) Course
- Learn about AML: HERE
- This can be completed before or after submitting contracting through LIMRA
- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE
🔶 Follow up with each carrier in 5 business days after your contract status has changed to "Carrier"
- Verify they have all your contracting paperwork and that there are no outstanding requirements.
- Keep an eye on your email box for important messages and appointment confirmation from the carriers.
- Make sure to look in your SPAM and Promotional folder of your email.
🔶 Request Aetna and American Amicable in your HCMS Account
- Log into your HCMS Account: HERE
- Go to "Requests" -->"Add Requests" --> Select "Add Carrier"
WATCH NEW AGENT ONBOARDING TRAINING
Prepare To Dial and Run Appointments
🔶 Boot Camp
-Complete start to finish
-Go to Bootcamp: HERE
🔶 Print out these documents to set yourself up for success
- All Phone Scripts
- Phone objections
- Dial Tracker
- In-Home Sales Process
- Financial Inventory & Credibility Sheet
- Reliashield Brochure
🔶 Order Leads
- Watch the lead video to learn all about leads: HERE
- Have a "Lead Strategy Call" with your manager or upline VP prior to your first lead purchase
- Order Leads once you have your Americo and Mutual of Omaha agent numbers
🔶 Phone Script Training
- Watch the Phone Script Training video: HERE
- Start dialing and booking appointments
- Use the FFL Dial Tracker to track your dials and production
🔶 In-Home Presentation
- Watch every video and study the In-Home Presentation: HERE
- Bookmark the Quote Tools: HERE
- Take detailed notes
🔶 Product Knowledge
- Learn about the main products we sell: HERE
🔶 Decide when to work - Plan out your dial days/ run days
- Faster you become self sufficient, the faster you will be successful.
🔶 Once you receive your carrier appointment confirmation and agent numbers
- Register for each carrier you received a writing number from
- Order supplies directly from carrier
- Become familiar with their eApp
🔶 Register for Family First Life Agent CRM System
- Ask your manager and they can get you access
FINAL TIPS
🔶 Stay active
- Active in the Facebook Group
- Active in Slack
- Active in Training Calls
The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!
#BestBusinessEver
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