NEW AGENT CHECK LIST
GET PLUGED IN
Join Private Facebook Group: HERE
Text: FFL to 480-530-7196 Updates and Training Call Reminders
Subscribe To FFL YouTube: HERE Phone, In-Home, and Sales Training
Join The FFL Corp Email Blast: HERE
Start FFL Prevail Bootcamp: HERE
NOT LICENSED? CLICK HERE:
✅Send manager full legal name (First, Middle, Last), business email, and phone number
- Manager will register you in our Hierarchy Compensation Management System (HCMS). You will receive the following 2 emails:
1. Your HCMS Account setup link
2.Your personalized link to SuranceBay - contracting request platform
✅ Need E&O Insurance❓
- You can purchase E&O: HERE
- Select Option B
✅Complete Your Contracting Requests In SuranceBay
- Register a New Account with SuranceBay
- Complete SuranceBay LLC AML (under the CE and Training tab in 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: Email for help
- Make sure to call the carriers once you see your request move to "Carrier" status
✅Complete LIMRA 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 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
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Available En Español!!
WATCH NEW AGENT ONBOARDING TRAINING
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
FINAL TIP!
The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!
#BestBusinessEver
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