New Agent Checklist – FFL Velocity

Get Connected

Add your new agent to Slack
Send a welcome email with a link to the Agent Welcome page
- Invite them to be on ALL calls on that page every week
- Use the Start Page to get their license if they don’t have it
Add the agent to Hubspot

After your new agent is licensed, invite them into HCMS
Agent receives 1st email with Onboarding link
Agent completes Onboarding (Reviews and edits personal info and creates password). If Onboarding is not completed in 30 days, the “Invite Agent” Request will automatically be deleted.
Agent’s HCMS profile is created
Agent receives 2nd email (immediately after Onboarding process is complete) with HCMS login link
Agent receives 3rd and final email (shortly after Onboarding process is complete email) with SureLC links.

Use this guide to walk your new agent through the appointment requesting process on SureLC

Upon Bootcamp certification, set them up on the CRM Portal
- Account > My Team > Add Team Account
Do a lead strategy call and invite them to purchase their first batch of leads on that call

Set proper expectations
- First 4 weeks = $10k issue-paid
- Second 4 weeks = $15k issue-paid
- Third 4 weeks and beyond = $20k+ issue-paid
Have them plug into FFLDials.com on Dial Days and schedule 15 appointments for the next two days
Have them call their Senior Underwriter at 800-304-6235 in every house for their first 30 client meetings