New Agent Check List 

GET PLUGGED IN

Join our private Facebook group HERE

Join The FFL Corp Email Blast: HERE 

Join the FFL Relentless Slack App  HERE

Add weekly training calls to your calendar

Like Family First Life on Facebook

Follow FFL Relentless on Instagram

 

GET CONTRACTED

  1. Purchase Errors & Omissions (E&O) Insurance  

*Choose Option B

Napa is our preferred provider

2. Create & complete your profile on SuranceBay using this link:

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

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.

3. Complete Anti-Money Laundering (AML) Course

This can be completed before or after submitting your contracting

 
  • 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.

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

PREPARE TO DIAL

  • Complete Lead Training HERE 

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

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

  • Complete Phone Script Training HERE

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

  • Print the Dial Tracker & start dialing and booking appointments!

 

PREPARE TO RUN APPOINTMENTS

  • Complete Product Training HERE

  • Complete In-Home Presentation Training HERE

  • Bookmark all of the quote tools HERE

  • Print all phone scripts

  • Print Financial Inventory & Credibility sheets (one for every appointment)

  • Become familiar with each carrier’s E-App

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

Americo- 800-231-0801

HMS 100-125(Mtg), CBO

Eagle Premier (FEX)

Mutual of Omaha- 800-867-6873

Term Life Express (Mtg)

Living Promise (FEX)

American Amicable- 800-736-7311

Home Protector (Mtg)

EZ Term (Mtg)

Senior Choice (FEX)

  • Purchase a tablet with a cellular plan to complete apps in home

  • Design & purchase your business cards

 

FINAL TIP

Stay active in the Facebook group, Slack, and in training calls. The more you learn, the more you sell. ​

 

 

Need help?

Email us at contracting@fflrelentless.com

#WINWITHFFL