Getting Started

If you stick to the schedule, you can be up and running with us in a few days.

Before you get started, you need a Life & Health insurance license. Click the green button if you don’t have one:

GET LICENSED

GET CONTRACTED

Once you’re licensed, the rest of the process only takes a few days:

☐ Submit Agent Profile >>>

  • Let us know who invited you to the team so we know where to place you
  • We start new agents at the 80% comp level unless you request less (65%) to be on the lead-assist program or you have earned more from your documented experience.

☐ Join Discord HERE

  • All our communication is on Discord
  • Help, Training and Troubleshooting around the clock 24/7
  • Underwriting Genies for help with Quoting

☐ Validate NIPR Info HERE

  • Once you receive your state license, your Information is in the National Insurance Producers Registry
  • If there’s a discrepancy, you want to fix it before we start putting you into our contracting systems.

☐ Upload License and W9 HERE

☐ Upload AML Certification HERE

  • Every carrier will require current Anti-Money Laundering certification to contract with you
  • If you need to complete AML training, you’ll see a link to American Amicable’s free AML certification

☐ Upload E&O Coverage HERE

  • If you already have E&O, simply upload it at the link above
  • If you need to purchase E&O, you’ll see a link to our preferred partner where you can access the preferred rates for our agents

☐ Request Prosperity Contracting HERE

  • Prosperity has Simplified Issue Term to $500k, Final Expense, and a High Risk product
  • Once you’ve completed your contracting request, watch for a “Welcome to Prosperity” email to land in your inbox with your writing number and your login credentials for their InsuranceAdmin portal

☐ Setup your HCMS Profile HERE

  • HCMS is our Hierarchy and Contract Management System
  • HCMS manages your relationship with Velocity

☐ Complete Next Level Contracting (NLC) HERE

  • Request Americo, Corebridge, American Amicable, and Mutual of Omaha

☐ Request Cigna Contracting HERE

  • Cigna has Cancer, Heart, Accident, Dental, Vision, Hearing, and Whole Life plans

☐ Complete Ethos Agent Academy HERE

  • Ethos works with Legal & General America, Banner, Ameritas, TruStage, and Senior Life.
  • Ethos streamlines the application process with predictive modeling to make it easy for customers to get covered on their own through your unique agent link.
  • You’ll be setup with Ethos automatically a few days after setting up your HCMS profile.

☐ Carrier Dashboards and E-Applications

  • Check your contracting requests in NLC and SureLC daily for any notes on your requests
    • Carrier contact info can be found: HERE
    • Keep an eye on your email box for important messages and confirmation
  • Keep track of everything with this Carrier Dashboard
  • As you get approved with each carrier, update your HCMS profile
  • Each carrier will send you instructions so you can access their agent dashboard
  • Familiarize yourself with each carrier’s e-Application process

PREPARE TO RUN APPOINTMENTS

☐ Get On Our Training Schedule

  • Text VELOCITY to (512) 572-5900 for text reminders

☐ Product Knowledge – Learn about the main products we sell: HERE

☐ Sales Training Bootcamp: HERE

☐ Quote Tools: HERE

☐ Print These Documents for Easy Reference

☐ Marketing Strategy and Booking Appointments

  • Request a Lead Strategy Call prior to your first lead purchase
  • Order Leads once you have your first writing number
  • Start dialing and booking appointments
  • Use the Dial Tracker to track your dials and production

☐ Stay Active and #PROFIT!!