Agent Welcome Center


PLUG IN

Download Workspots

  • Select your local office to stay connected with our team, access offices & monthly lead discounts

NOT LICENSED? CLICK HERE:


GET CONTRACTED

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

  • Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:
    • Your HCMS Account setup link
    • Your personalized link to SuranceBay – contracting request platform
    • An invite link to Slack – our team communication tool
    • A “Welcome To The Team” email to join our New Agent Training email series

☐ Need E&O Insurance? – You can purchase E&O: HERE

☐ Complete Anti-Money Laundering (AML) Course

  • This can be completed through WebCE: HERE
  • Upload your certificate of completion into SuranceBay

☐ Complete Your Contracting Requests In SuranceBay

  • 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, 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 Contracting for help
  • Check your contracting request in SuranceBay daily for any notes on your requests
  • SuranceBay Help: HERE

☐ Follow up with each carrier in 5 business days after your Contract Request changed to “Carrier” Status

  • Verify they have all your paperwork and there are no outstanding requirements
  • Carrier contact info can be found: HERE
  • Keep an eye on your email box for important messages and confirmation
  • 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”

PREPARE FOR APPOINTMENTS

☐ Get your welcome kit, name badges, business cards, exclusive apparel and more at ffl-store.com

☐ Print out these documents to set yourself up for success

☐ Order Leads

  • Watch the lead video to learn all about leads: HERE
  • Have a “Lead Strategy Call” with your manager 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

Prepare for the Field HERE


FINAL TIPS

☐ Stay active

The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!

#BestBusinessEver