Getting Started

If you stick to the schedule, you can be up and running with us in a few days.

Before you get started, you need a Life & Health insurance license. Click the green button if you don’t have one:

GET LICENSED

GET CONTRACTED

Once you’re licensed, the rest of the process only takes a few days:

☐ Submit Agent Profile >>>

  • Let us know who invited you to the team so we know where to place you
  • New agents start at the 80% comp level unless you have earned more from your documented experience.

☐ Upload your DL and W9

  • Driver’s License – front and back
  • IRS form W-9 for bonuses and spiffs

☐ Upload AML Certification

  • Anti-Money Laundering certification is required for every carrier
  • If you’re not AML certified, you’ll see a link to American Amicable’s free course

☐ Upload E&O Coverage

  • If you already have E&O, upload it
  • If you need to purchase E&O, you’ll see a link to our preferred rates

☐ Setup your HCMS Profile

  • HCMS is the acronym for our Hierarchy and Contract Management System
  • HCMS keeps track of your agent numbers, downline agents, and carrier contracts

☐ Complete Next Level Contracting (NLC)

  • Request Corebridge, American Amicable, Transamerica and Mutual of Omaha
  • Check your contracting requests in NLC daily for any notes on your requests
    • Carrier contact info can be found: HERE
    • Keep an eye on your email box for important messages and confirmation
  • Download this Carrier Dashboard to keep track of everything
  • As you get approved with each carrier, update your HCMS profile
  • Each carrier will email you instructions to access their agent dashboard
  • Familiarize yourself with each carrier’s quoting tool and e-Application

PREPARE TO RUN APPOINTMENTS

☐ Get On Our Training Schedule
☐ Plug into our Discord server
☐ Product Knowledge – Learn about our main products
☐ Sales Training Bootcamp
☐ Quote Tools
☐ Print These Documents for Easy Reference
☐ Marketing Strategy and Booking Appointments
  • Have a Lead Strategy Call with your team leader before buying any leads!
  • Order Leads once you have your first writing number
  • Dial and book appointments, using the Dial Tracker to track your dials and production
☐ Stay Active and #PROFIT!!