NEW LICENSED AGENT CHECKLIST
STEP 1: GET PLUGGED IN
☐ Follow our INSTAGRAM: HERE
☐ Join our private FACEBOOK GROUP: HERE
☐ Join the team SLACK app: HERE
- For group support and communication.
☐ Text: JOIN to 409-502-9873
- To receive updates about training calls and special announcements.
☐ Subscribe to our YouTube: HERE
- Phone, In-Home, and Sales Training
☐ Download The WORKSPOTS App: HERE
- Select Houston, TX Office to stay connected with our team, access offices, and monthly lead discounts. (We’ll be the first to pop-up)
☐ Start FFL America Bootcamp: HERE
- Do the training while waiting for your license to be approved
☐ Fill out the New Agent Onboarding form: HERE (If you haven’t already)
☐ Join the FFL Corp Email Blast: HERE
NOT LICENSED? CLICK HERE:
STEP 2: GET CONTRACTED
☐ Schedule and attend the New Licensed Agent Orientation: HERE
- This is a mandatory meeting for newly-hired licensed agents who are going through contracting.
☐ Send CONTRACTING manager full legal name (First, Middle, Last). Let them know that you are licensed and ready for contract HERE
- The Contracting Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:
Your HCMS Account setup link (How to set up HCMS)
Your personalized link to SuranceBay (SureLC) - contracting request platform (How to set up SureLC)
An invite link to Slack - our team communication tool
An invitation to the CRM (CMS) system to create a password. (How to buy leads from CRM)
☐ Complete Your Contracting Requests In SuranceBay (SureLC)
- Visit How to Set-up SureLC to complete your carrier requests properly.
- 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: info@fflcr.life for help
- Check your contracting request in SuranceBay on a daily basis for any notes on your requests.
☐ 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
☐ Request Aetna and American Amicable in your HCMS Account
- Log into your HCMS Account: HERE
- Go to "Requests" -->"Add Requests" --> Select "Add Carrier"
STEP 3: WATCH THE NEW AGENT ONBOARDING TRAINING
STEP 4: PREPARE TO DIAL AND RUN APPOINTMENTS
☐ 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 or upline VP 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
☐ 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
- Ask your contract manager and they can get you access
FINAL TIPS
☐ Stay active
- Active in the Facebook Group
- Active in Slack
- Active in Training Calls on Mondays and Thursdays from 7am - 7pm CST