New Agent Calendar
This page lays out a framework for agents to transition from a newly licensed agent to a consistently producing field agent.
Step 1: Agent Licensing (One Week)
Agent studies to pass their insurance license exam to be able to sell insurance.
Cost: Around $150 for state-administered fingerprints, background check, and application.
Step 2: Contracting (One Week)
Agent will complete HCMS profile and request appointments through SureLC from the various carriers we represent.
Step 3: New Agent Bootcamp (concurrent with contracting week)
Agent learns how to gather prospect information, schedule demonstrations, demonstrate the product and generate their own business.
Step 4: Buying and Dialing Leads (after Bootcamp is complete)
Begin calling leads to set 25-30 appointments/week. This will lead to 20-25 presentations per week and 8-10 clients per week.