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

- Phone, In-Home, and Sales Training 

  • Start Telesales 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"

4

PREPARE TO DIAL AND RUN APPOINTMENTS

DEVICE SET UP 

Use this PDF to help you bookmark important websites and stay organized with all your writing numbers 

 

 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/Daily Telesales

- 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

FINAL TIPS

Stay active

- Active in Slack & GroupMe

- 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