Here are our onboarding steps – they’re super simple and they’ll give you a lot more control over the process: Verify your new agent has their license. It’ll show up on the state website. In TX, for example you can go right here: https://txapps.texas.gov/NASApp/tdi/TdiARManager Once they have their license, enter them into our contracting site Read more…
Here is some helpful info when working through SuranceBay: Please make sure all of the “My Info” section is completely done before requesting carriers or it may delay appointments. You must have a current AML/Limra. Go to “My Appointment Requests” and request the carriers, fill out requests fully. It will Read more…
Shawn Meaike, the Founder of Family First Life, speaks to our Velocity team on the fundamentals of building an insurance agency. A must-listen if you are a builder.
The following will instruct an agent on how to: Create a Zoom account Schedule a meeting for a specific time Start a meeting on demand Change Zoom video settings in order to allow customers to hear the eApp presentation Create a Zoom account Sign up using this link: https://zoom.us/signup The Read more…
At lunch today with the #3 Torchmark personal recruiter at Family Heritage Leadership Academy 201, Jennifer Chandler (an Agency Builder) was asked how she PERSONALLY recruited 35 people in rural Alabama? “Well, since there aren’t many resumes in my county, and most ads don’t get responses, I just go out Read more…
Want a key idea for Sunday to set up a great week? Ever wonder what it truly means to overcome obstacles? Check out this great message from one of our own!
First, get focused about the kind of businesses you want to approach. While every business can and should have our coverage (and are absolutely worth approaching when you’re referred to them), not every business down the street is a good candidate for us to make a cold call. Low-hanging fruit Read more…
This is a powerful 3 minutes. A recurring theme in a lot of what I’m learning right now is your WHY is so much more important than your WHAT. So many people are looking for the perfect career, the perfect partner, the perfect place to live, and on and on. Read more…
I recently hosted a call with Jerry Dolan – one of our top Agency Builders here in the Austin office. He referred to his “pre-game checklist” of activities he does every night to prepare for the next day and I thought it was worth posting for you here. Here’s the Read more…
For many years now, I’ve subscribed to Jeffrey Gitomer’s blog and newsletter. It’s one of the best sources of sales advice on the internet and he’s got tons of free content if you’re just getting started and still on a budget when it comes to investing in your business. He Read more…