As with everything in the insurance business, becoming an agent involves quite a bit of paperwork. All these steps must be completed in their entirety before we can start sales training.

Review the New Agent Calendar to see the timeline for everything below

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Step 1: Licensing

Each state has their own licensing steps:

• Texas Licensing
  • Permanent
  • Temporary
• Oklahoma Licensing
• Arizona Licensing
• Tennessee Licensing
• Florida Licensing

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Step 2: Build your Prospect List and prepare for Sales Academy

• Learn the 7 steps to effective Prospecting
• Complete the Ramp-Up Marketing Plan
  • Build out your Hot 100 prospecting list
  • Use the Warm-Market Approach Script to set appointments
  • Learn the Approach Script for Small Businesses
• Prepare for Sales Academy