NEW AGENT CHECKLIST
☐ Add weekly conference calls to your calendar
- Listen to previously recorded calls
☐ LIKE these pages on Facebook:
- Family First Life Coast to Coast
NOT LICENSED? Click HERE:
GET PLUGGED IN
☐ Join Private Facebook Group: HERE
☐ Text: JOIN to 760-278-4241
- Updates and Training Call Reminders
☐ Join Team Slack App: HERE
- Group support & communication
☐ Download The Workspots App: HERE
- Select the Victorville, CA Office to stay connected with our team, access offices & monthly lead discounts
☐ Subscribe To Our YouTube: HERE
- Phone, In-Home, and Sales Training
☐ Join The FFL Corp Email Blast: HERE
☐ Start FFL Coast to Coast Bootcamp: 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). You will receive 4 emails:
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Your HCMS Account setup link
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Your personalized link to SuranceBay - contracting request platform
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An invite link to Slack - our team communication tool
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A "Welcome To The Team" email to join our New Agent Training email series
☐ Need E&O Insurance?
- Select Option B
☐ Complete Your Contracting Requests In SuranceBay
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, Request Contracts for all of the carriers listed, and confirm they move to BGA status
- SuranceBay Statuses:
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Producer: Go back through and confirm your contract request
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BGA: Good Job, you have done it correctly and your contract has been sent to our home office
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Carrier: FFL home office has sent your contract to the carrier
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Discarded: Locate the reason, and email: Ashley@teamffl.com for help
- Check your contracting request in SuranceBay on a daily basis for any notes on your requests
- SuranceBay Help: HERE
☐ Complete Anti-Money Laundering (AML) Course
- This can be completed through LIMRA: HERE
- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE
☐ Follow up with each carrier in 5 business days after your Contract Request changed to "Carrier" Status
- Verify they have all your contracting paperwork and that there are no outstanding requirements
- Carrier contact info can be found: HERE
- Keep an eye on your email box for important messages and contracting confirmation from the carriers
- Make sure to look in your SPAM and Promotional folders 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"
Prepare To Dial and Run Appointments
☐ Print out these documents to set yourself up for success
- Financial Inventory & Credibility Sheet
☐ 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 writing number
☐ 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 the carrier
- Become familiar with their E-App
☐ 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