NEW AGENT CHECK LIST
2.1 Purchase Errors & Omissions (E&O) Insurance
2.2 Create & complete your profile on SuranceBay using this link:
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
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
PREPARE TO RUN APPOINTMENTS
Order client brochures from the carrier for our most popular products:
Mutual of Omaha
Term Life Express
100-125MTG - CB0
*one for every appointment