GET CONTRACTED

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

• Manager will submit your information to Shannon, our Head of Contracting and you will be getting these emails:
  • Your personalized link to our SuranceBay contracting portal
  • An email with SuranceBay instructions
  • A “Confirm Your Subscription” email to join our New Agent Training email series

☐ Need E&O Insurance? 

• You can purchase E&O HERE
• Select the option for Life, Health and Fixed/Indexed Annuities

☐ Go through your specific contracting link that was emailed to you by Shannon from contracting

• It will have come from: contracting@fflusa.com

☐ Complete the affidavit and acknowledgement

• Make sure you watch the entire SuranceBay Overview Video and then get started. 
• Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”
• SuranceBay “Currently At” Statuses: 
  • Producer: Go back through and confirm your requested appointments
  • 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 each carrier 
  • Discarded: Locate the reason, and email: contracting@fflusa.com for help
• Check SuranceBay daily for contracting updates with each carrier. 
• SuranceBay Help HERE

☐ Complete Anti-Money Laundering (AML) Course

• Learn about AML HERE
• This can be completed before or after submitting contracting through LIMRA

☐ Follow up with each carrier in 5 business days after your contract status has changed to “Carrier” 

• 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 appointment confirmation from the carriers. 
• Make sure to look in your SPAM and Promotional folder of your email. 

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
• Reliashield Brochure

☐ 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 and Mutual of Omaha agent numbers  

☐ 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

☐ 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 and Marco Polo
• 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