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Review the New Agent Onboarding Calendar to see the timeline for getting up and running.

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GET CONTRACTED

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

• Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:
  • Your HCMS Account setup link
    • View and update your HCMS Profile
  • Your personalized link to SuranceBay – contracting request platform
  • An invite link to Slack – our team communication tool
  • A “Welcome To The Team” email to join our New Agent Training email series

☐ Need E&O Insurance? – You can purchase E&O: HERE

☐ Complete Anti-Money Laundering (AML) Course

• This can be completed through WebCE: HERE
• Upload your certificate of completion into SuranceBay

☐ Complete Your Contracting Requests In SuranceBay

• Make sure you watch the entire SuranceBay Overview Video and then get started.
• Create a New Profile with SuranceBay, Request Contracts for all of the carriers listed, and confirm they move to BGA status
• SuranceBay Statuses:
  • Producer: Go back through and confirm your contract request
  • BGA: Good Job, your contract has been sent to our home office
  • Carrier: FFL home office has sent your contract to the carrier
  • Discarded: Locate the reason, and email: contracting@ffltribe.com for help
• Check your contracting request in SuranceBay daily for any notes on your requests
• SuranceBay Help: HERE

☐ Follow up with each carrier in 5 business days after your Contract Request changed to “Carrier” Status

• Verify they have all your paperwork and there are no outstanding requirements
• Carrier contact info can be found: HERE
• Keep an eye on your email box for important messages and confirmation
• Make sure to look in your SPAM and Promotional folders of your email
• As you get approved with each carrier, update your HCMS profile

☐ Request Aetna and American Amicable in your HCMS Account

• Log into your HCMS Account: HERE
• Go to “Requests” –>”Add Requests” –> Select “Add Carrier”

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GET PREPARED FOR APPOINTMENTS

☐ Get your name badges, business cards, apparel and more at ffl-store.com

☐ 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

☐ Order Leads

• Watch the lead video to learn all about leads: HERE
• Ask your manager for FFL CRM access
• Have a “Lead Strategy Call” with your manager prior to your first lead purchase
• Order Leads once you have your Americo writing number

☐ 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

☐ Prepare for the Field HERE

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FINAL TIPS

☐ Stay active

• Active in the Facebook Group
• Active in Slack
• 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