PLUG IN
- Join Facebook group
- Text VELOCITY to (844)414-0401
- Updates and call reminders
- Updates and call reminders
- Join team Slack
- Group support & communication
- Group support & communication
- Subscribe to YouTube
- Phone, In-Home, and Sales training
- Phone, In-Home, and Sales training
- Join the FFL Corp email
Download Workspots
- Select your local office to stay connected with our team, access offices & monthly lead discounts
- Add our weekly calls to your calendar
- LIKE these pages on Social Media:
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
- 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 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
- 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