Getting Started

Before you can do anything else, you must get your insurance license.

Click the green button below if you’re not already licensed:

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

GET CONTRACTED

☐ Plug Your Information In HERE:

☐ You will receive two emails from our Hierarchy Compensation Management System (HMCS)

  1. Your HCMS setup link
  2. View and Update your HCMS Profile

☐ You will receive a personalized link to SureLC, our contracting platform

☐ Purchase E&O Insurance HERE

☐ Anti-Money Laundering (AML)

  • Complete through WebCE
  • Upload certificate to SureLC

☐ You will receive an invite to Slack, our team communication platform

  • Agents who use Slack are proven to have a faster start.

☐ Complete Your Contracting Requests In SureLC

  • Create a New Profile with SureLC
  • Request Contracts for all of the carriers listed
  • Confirm they move to BGA status
    • SureLC 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 SureLC daily for any notes on your requests
  • SureLC 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 HCMS: HERE
  • Go to “Requests” –>”Add Requests” –> Select “Add Carrier”

GET PLUGGED IN

  • Join private Facebook group: HERE
  • Text VELOCITY to (844)414-0401
    • Updates and call reminders
  • Join team Slack group: HERE
    • Group support & communication
  • Subscribe to our YouTube: HERE
    • Phone, In-Home, and Sales training
  • Join the FFL Corp email blast: HERE

Download the Workspots app: HERE

  • Select the Austin, TX office to stay connected with our team, access offices & monthly lead discounts

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

☐ 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
  • Do the New Agent Mission 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

☐ 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

FINAL TIPS

☐ Stay active

The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!

#BestBusinessEver