top of page



 Join Private Facebook Group: HERE

 Join Team Slack App: HERE 

        This is where we post all of our sales so we can recognize all of your hard work.

 Subscribe To Our YouTube

        Phone, In-Home, and Sales Training ​​

Start the Move Fast Telesales Bootcamp: HERE

Add weekly team Zoom call to your calendar - Thursdays @ 10:00 a.m. PST

       Link to Relentless call.

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

       Family First Life Relentless Instagram

       Family First Life Facebook 


Send manager full legal name (First, Middle, Last), best email, and phone number 

This information MUST match was is listed on the NIPR website - Click here to update NIPR info


Your manager will register you in our Hierarchy Compensation Management System (HMCS).

You will receive 3 emails:

1. Your HCMS onboarding email. (Be sure to save your login info after you set up your account).

2. A welcome email with instructions on getting through the contracting process.

3. A link to register your SureLC account.

Complete your onboarding and contracting in NLC - Next Level Contracting

You will receive an email to set up your NLC contracting portal. You will need the following documents in order to proceed.

  • A voided check - All the insurance carriers will pay you via EFT.

  • You will need an E & O (errors & omissions) policy. You can purchase a policy from one of these two E & O options below.

  • You will need to complete an AML-Anti Money Laundering course in order to contract with American Amicable.You can use this link to take the course.




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: 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"




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


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!


bottom of page