• Text: FFL to 480-530-7196 for updates and training call reminders
• Download the FFL Limitless GroupMe HERE
• Download Slack HERE
• Purchase your PHOENIX CRM account & Website HERE
• Purchase your Domain with professional Email HERE    (Your email should be firstname.nfg@outlook.com or first name.ffl@outlook.com or first name@yourbusinessname.com - this one you will create with your domain ) If you are not ready to create your own website you can create an outlook email and reach out to your mentor to have an agent page created for you on noblesfinancialgroup.com
• Subscribe to Grady Polcyn, Hayden and Nina, and Family First Life on Youtube for weekly training from top agents 

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

- Manager will register you in our Hierarchy Compensation Management System (HCMS). You will receive the following 2 emails:

1. Your HCMS Account setup link
2. Your personalized link to SuranceBay - contracting request platform

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☐ Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B

☐ Complete Your Contracting Requests In SuranceBay

- Register a New Account with SuranceBay

- Complete SuranceBay LLC AML (under the CE and Training tab in 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, you have done it correctly and 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@fflamerica.com for help

- Make sure to call the carriers once you see your request move to "Carrier" status

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☐ Complete LIMRA Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- This can be completed through LIMRA: HERE

- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE

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☐ Follow up with each carrier after your Contract Request changed to "Carrier" Status 

- Verify they have all your contracting paperwork and that there are no outstanding requirements

- Carrier contact info can be found: HERE

- Keep an eye on your email box for important messages and contracting confirmation from the carriers

- Make sure to look in your SPAM and Promotional folders of your email

☐ Print out these documents to set yourself up for success 

- All Phone Scripts 

- Phone Objections

- Financial Inventory & Credibility Sheet

☐ Order Leads

- Watch the lead video to learn all about leads: HERE

- Have a "Lead Strategy Call" with your manager or upline VP prior to your first lead purchase

- Order Leads once you have your Americo writing number

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☐ 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

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☐ Telesales-Presentation

- Watch every video and study the In-Home Presentation: HERE

- Bookmark the Quote Tools (Insurance Toolkits) : HERE

- Take detailed notes

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☐ 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.

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☐ 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

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☐ Stay active

- Active in GroupMe

- Active in Slack

- Active in Training Calls

-Active in Zoom Rooms

- Utilize your CRM daily

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

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#BestBusinessEver