New Agent Check List
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:
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
Email us at