GET PlUGGED IN
☐ Join Private Facebook Group: HERE
☐ Text Your Name and Email to +18882807979 (The message must contain the first name, then the email address e.g. ‘John john@email.com”)
– Updates and Training Call Reminders
☐ Join Team Slack App: HERE
– Group support & communication
☐ Join The FFL Corp Email Blast: HERE
☐ Start New Agent Bootcamp Training: HERE
☐ Add weekly conference calls to your calendar
– Listen to previous recorded calls
☐ LIKE these pages on Facebook:
– Family First Life Corporate
– Family First Life Paragon
NOT LICENSED? Click HERE:
GET CONTRACTED
☐ Send manager full legal name (First, Middle, Last), best email, and phone number
– Manager will submit your information to Victorria, our Head of Contracting, and you will be getting a series of emails that will outline some Next Steps and Action Items you need to take care of to get up and running and making $$ with FFL ASAP!
☐ Need E&O Insurance?
– You can purchase E&O: HERE
– Select Option B
☐ Go through your specific contracting link that was emailed to you by Victorria from contracting
– It will have come from: contracting@fflparagon.com
☐ Complete the affidavit and acknowledgement
– Make sure you watch the entire SuranceBay Overview Video and then get started.
– Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”
– SuranceBay “Currently At” Statuses:
- Producer: Go back through and confirm your requested appointments
- 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 each carrier
- Discarded: Locate the reason, and email: contracting@fflparagon.com
– Check SuranceBay daily for contracting updates with each carrier.
– SuranceBay Help: HERE
☐ Complete Anti-Money Laundering (AML) Course
– Learn about AML: HERE
– This can be completed before or after submitting contracting through LIMRA
☐ Follow up with each carrier in 5 business days after your contract status has changed to “Carrier”
– 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 appointment confirmation from the carriers.
– Make sure to look in your SPAM and Promotional folder of your email.
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
– Product Cheat Sheet
– Final Expense Underwriting Grid Sheet
– Term Underwriting Grid Sheet
– Summary 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 and Mutual of Omaha agent numbers
☐ 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
☐ Register for Family First Life Agent CRM System
– Send an email to Victorria at contracting@fflparagon.com for access.
FINAL TIPS
☐ Stay active
– Active in the Facebook Group
– Active in Slack
– 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