NEW AGENT CHECKLIST

GET PLUGGED IN

  1. Join Team Slack App: HERE

  2. Join Team Marco Polo: HERE

  3. Join Private Facebook Group: HERE

  4. Join the FFL Corp Email Blast: HERE

  5. Start the FFL Three Sixty Bootcamp: HERE

  6. Add Weekly Conference Calls to your Schedule: HERE

  7. Like These Pages on Facebook

    • Family First Life Three Sixty​

    • Family First Corporate

NOT LICENSED? CLICK BELOW

We will pay for your licensing course!​

GET CONTRACTED

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

- Manager will submit your information to John, our Head of Operations, who will you send a link complete the contracting requirements​. Items you will need:

*License

*Voided Check

*Errors and Omissions Insurance (E&O)

☐ Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B

☐ Go through your specific contracting link that was emailed to you by John from contracting

- It will have come from: john.familyfirstlife@gmail.com. Check your SPAM folder if you do not see it.

☐ Complete the affidavit and acknowledgement

- Make sure you watch the entire SuranceBay Overview Video and then get started. 

- Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”

- SuranceBay “Currently At” Statuses: 

  • Producer: Go back through and confirm your requested appointments

  • 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 each carrier 

  • Discarded: Locate the reason, and email: UPDATE for help

- Check SuranceBay daily for contracting updates with each carrier. 

- SuranceBay Help: HERE

☐ Complete Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- This can be completed before or after submitting contracting through LIMRA

☐ Follow up with each carrier in 5 business days after your contract status has changed to "Carrier" 

- 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 appointment confirmation from the carriers.

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

PREPARE TO DIAL AND RUN APPOINTMENTS

☐ Print out these documents to set yourself up for success

All Phone Scripts ,Phone Objections and Dial Tracker

In Home Sales Process

- Financial Inventory & Credibility Sheet

☐ Order Leads

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

- Order Leads once you have your Americo and Mutual of Omaha agent numbers  

☐ 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.

- Most successful agents dial on Monday and Thursday. And run Tuesday, Wednesday, Friday and Saturday

☐ Once you receive your carrier appointment confirmation and agent numbers

- Register for each carrier you received a writing number from

- Write down your agent numbers in a Word Document, and have a secure place for your password and usernames

- Become familiar with their eApp

 

☐ Register for Family First Life Agent CRM System

- Ask your manager and they can get you access 

FINAL TIPS

☐ Stay active

- Active in the Facebook Group

- Active in Slack

- Active in Training Calls

 

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

#BestBusinessEver