Getting Started
Before you can get started, you must have an insurance license. Click the blue button if you don’t have one:
Review the New Agent Onboarding Calendar to see the timeline for getting up and running.
GET CONTRACTED
☐ Plug Your Information In HERE:
- Lookup NPN HERE
☐ You will receive two emails from our Hierarchy Compensation Management System (HMCS)
- Your HCMS setup link
- View and Update your HCMS Profile
☐ You will receive a personalized link to SureLC, our contracting platform
- Watch the SureLC Overview Video
☐ Purchase E&O Insurance HERE
☐ Anti-Money Laundering (AML)
- Complete through LIMRA in SureLC
- Upload certificate to SureLC
☐ Join Discord, our team communication platform
- Agents who use Discord are proven to have a faster start.
☐ Complete Your Contracting Request For Prosperity
- Your contracting manager will send you a link to complete – this will be your first carrier
☐ Complete Your Contracting Request For Americo In NLC
- As of now, Americo is the only carrier in NLC, but more are coming
☐ Complete Your Contracting Requests For MOO and AIG In SureLC
- Create a New Profile with SureLC
- Request Contracts for Mutual of Omaha and AIG
- 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
- SureLC Statuses:
- 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 request to be contracted
- 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
GET PLUGGED IN
- Join private Facebook group: HERE
- Join team Discord server: HERE
- Group support & communication
- Group support & communication
- Subscribe to our YouTube: HERE
- Phone, In-Home, and Sales training
- 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
- Add our weekly calls to your calendar
- Listen to previous calls
- Listen to previous calls
- LIKE these pages on Social Media:
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
☐ 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
☐ 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
- Active in the Facebook Group
- Active in Discord
- Active in Training Calls
The more active you stay, the faster you will learn, and the faster you will be successful.
You Can Do This!
#BestBusinessEver