Virtual Team Meeting

NEW AGENT CHECK LIST

CONTRACTING

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2.1 Purchase Errors & Omissions (E&O) Insurance  

IMPORTANT NOTES:

2.2 Create & complete your profile on SuranceBay using this link:

Use this overview video to help walk you through the process.

NOTE: This website will not work on your phone or iPad.

Request Appointments for all of the carriers listed. 

 

You will know you have successfully requested a carrier when it says BGA” or “At Carrier” under “Currently At”.

Check Surancebay every few days  - If you notice any of your carrier requests say "At Producer" please contact your upline. You will need to resubmit that carrier request.

  • Follow up with each carrier 5 business days after your contract status has changed to “At Carrier” on SuranceBay.

  •  Verify they have all your contracting paperwork and that there are no outstanding requirements.

  •  Keep an eye on your email for important messages and appointment confirmation from the carriers.

  • Check your spam and promotional folders, too! 

  • Make sure once your carrier codes come in you keep them where you can easily access them - you will need your  codes to submit applications.

  • Have your upline add you to the CRM (Customer Relationship Management)​

  • Ask your upline for the link to contract with Prosperity & to request American Amicable  be added for you.

2.3 Complete Anti-Money Laundering (AML) Course

*This can be completed before or after submitting your contracting

If you have any issues accessing the CRM AFTER you have been added, please contact FFL Tech Support 

PREPARE TO DIAL

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After completing Lead training, have a Lead Strategy meeting with your manager or upline VP before  purchasing leads

You can now start to dial and book appointments

Purchase leads once your have your Americo & Mutual of Omaha agent numbers

  • After completing this, role play with your manager or upline VP before dialing

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PREPARE TO RUN APPOINTMENTS

Order client brochures from the carrier for our most popular products:

Americo                           

HMS                                   

Mutual of Omaha          

Term Life Express           

Living Promise                

American Amicable      

Home Protector              

EZ Term                             

Senior Choice                  

 800-231-0801

100-125MTG - CB0

800-867-6873

MTG

FEX

800-736-7311

MTG   

MTG

FEX

*one for every appointment

Stay active in the Facebook Group, Slack, and in Training Calls.
The more you learn, the more you sell. ​

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