AGENT CHECK LIST

✅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:

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

✅ 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: Email for help

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

✅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

✅ 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

Prepare To Dial and Run Appointments

📂 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

🤑 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

📞 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

💪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

FINAL TIP!

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

#BestBusinessEver