NEW AGENT CHECKLIST

GET CONTRACTED

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

- Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:

1. Your HCMS Account setup link

2. Your personalized link to SuranceBay - contracting request platform

3. An invite link to Slack - our team communication tool

4. A "Welcome To The Team" email to join our New Agent Training email series

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☐ Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B

☐ 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, 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:  for help

- Check your contracting request in SuranceBay on a daily basis for any notes on your requests

☐ Complete 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

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☐ Follow up with each carrier in 5 business days 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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☐ Request Aetna and American Amicable in your HCMS Account

- Log into your HCMS Account: HERE

- Go to "Requests" -->"Add Requests" --> Select "Add Carrier"

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

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☐ 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

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☐ In-Home Presentation

- Watch every video and study the In-Home Presentation: HERE

- Bookmark the Quote Tools: HERE

- Take detailed notes

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☐ 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.

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☐ Once you receive your carrier appointment confirmation and agent numbers

- Register for each carrier you received a writing number from

- Order supplies directly from the carrier

- Become familiar with their app

☐ Register for Family First Life Agent CRM System

- Ask your manager and they can get you 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