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Unlicensed Agents: Follow this link for a detailed checklist on how to get 

CLICK HERE

Licensed Agents: Read the information below and then follow this link for a detailed checklist on getting onboarded and being successful as a new agent

CLICK HERE

You received an onboarding email from Louise Garcia. There are many steps within that email - some of which you can not complete in one day. Please follow her directions very carefully and complete all tasks. 

TIP: It would be in your best interest to create a folder within your email and save all of your onboarding emails so that you can refer back to them if needed.

Give the insurance carriers 5 days after submitting your LIMRA certificate and then you can call each carrier to move things along.

There are 3 bootcamps for you to complete while you are waiting to get appointed with the insurance carriers. You can find all three bootcamps under the training  page on this website. 

• Save all insurance carrier phone numbers into your contacts
• Add all insurance carrier login pages to your browser tabs and bookmarks. Make sure to save your logins. 
• Print off your writing numbers and tape them to your computer or save them to your screen background for easy access. 
• Make sure to download Slack and GroupMe to your phone and add all of your favorite agents and mentors on social media. 
• Subscribe to Phoneix CRM Here

Having a well built CRM is the most important tool that you can have in this industry. Your CRM will help you stay organized, follow up with your clients, allow you to generate leads, buy leads, keep all of your communication with your clients in one place and keep your work texts and calls within an app on your phone instead of on your main text and call thread. 

If you're not sure which package to start off with ask your mentor for guidance. 

SUBSCRIBE HERE

There are multiple virtual offices that you can utilize to watch your peers and to get coaching. It's important to step outside of your comfort zone when you're just getting started and unmute in the zoom rooms to let seasoned agents give you advice. If you are someone that enjoys being face to face with people, you can work at any FFL office in the US. To access the ZOOM offices and a list of brick and mortar offices visit the RESOURCES  page on this website. 

DO NOT try to get organized with this business using pen and paper. You will want to create a virtual notebook to take notes, subscribe to a CRM and utilize a well designed virtual calendar such as Apple Calendars, create a virtual business card. You can find links to all of these organizational tools on the RESOURCES page on this website. 

In order to hit your goals you're going to want to build a weekly schedule for yourself and COMIT to it! Consistency is the key to success in this business.

You HAVE to buy leads or generate leads to sell policies. Get with your mentor to go over lead strategy and figure out what your lead spend should look like, how often you should be buying leads and how to buy leads in your CRM