NEW AGENT CHECKLIST

1

GET PLUGGED IN

☐ Join Private Facebook Group: HERE

 

☐ Join Team Slack App: HERE

- Group support & communication

☐ Download The Workspots App: HERE

- Select the Bakersfield, CA Office to stay connected with our team, access offices & monthly lead discounts

☐ Subscribe To Our YouTube

- Phone, In-Home, and Sales Training 

☐ Join The FFL Corp Email Blast: HERE

☐ Start FFL America Bootcamp: HERE

☐ Add weekly conference calls to your calendar

- Listen to previous recorded calls

☐ LIKE these pages on Facebook and give us a follow on Instagram!

- Family First Life Relentless

- Family First Life 

Not Licensed? 

2

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:

1. Your HCMS Account setup link

2. Your personalized link to SuranceBay - contracting request platform

3. An invite link to Slack - our team communication tool

4. A "Welcome To The Team" email to join our New Agent Training email series

Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B

Complete Your Contracting Requests In SuranceBay: HERE

- 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: 

Producer: Go back through and confirm your contract request

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 the carrier 

Discarded: Locate the reason, and email: contracting@fflrelentless.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

- Learn about AML: HERE

- 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"

3

WATCH NEW AGENT ONBOARDING VIDEO

4

PREPARE TO DIAL AND RUN APPOINTMENTS

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

 

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 carrier

- Become familiar with their eApp

 

Register for Family First Life Agent CRM System

- Ask your manager and they can get you access 

5

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