Welcome to Family First Life Shield

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NEW AGENT CHECKLIST

GET CONTRACTED

1. Purchase Errors & Omissions (E&O) Insurance

  • *Choose Option B

  • NAPA is our preferred provider

2.Create and complete your profile on SuranceBay using this link

Use this overview video to help you walk through the process.

  • The website will not work on your phone or iPad.

  • Request appointments for all the carriers listed.

You will know you have successfully requested a carrier when it says

"BGA" or "At Carrier" 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

  • CarrierFFL home office has sent your contract to each carrier

  • Discarded: Locate the reason, and email contracting@familyfirstlifeshield.com for help

Check SuranceBay every couple days - If you notice any of your carrier requests say "At Producer" please contact your upline. You will need to resubmit that carrier request

3. Complete Anti-Money Laundering (AML) Course

  • This can be completed before or after submitting your contracting

4. Follow up with each carrier 5 business days after your contract status has changed to "At Carrier" in SuranceBay

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

  • Keep an eye on your email for important messages and appointment confirmations from the carriers

  • Check your spam and promotional folders too!

  • Make sure once your carrier codes come in you keep them where you can easily access them - you will need your codes to submit applications. (Use Notepad on phone or ipad and password protect it)

  • Have your Upline add you to the CRM (Customer Relationship Management)

  • Ask your upline for the link to contract with Prosperity & to request American Amicable & Aetna be added for you 

PREPARE TO DIAL

  • Complete Lead training HERE

    • After completing lead training, have a lead strategy meeting with your manager or upline VP before purchasing leads

  • Purchase Leads once you have your Americo and Mutual of Omaha agent numbers

  • Complete phone script training HERE

    • After completing this, role play with your manager or upline VP before dialing

  • Print the Dial Tracker and start dialing and booking appointments!​

Prepare to Run Appointments

  • Complete Product training HERE

  • Complete In Home presentation HERE

    • Bookmark all the quote tools HERE​

  • Print all phone scripts​

  • Print Financial Inventory & Credibility Sheets (one for every appointment)

  • Become familiar with each carriers E-App

  • Order client brochures from the carrier for our most popular products:

    • Americo-800-231-0801​

      • HMS 100-125-150(Mtg), CBO​

      • Eagle Premier (FEX)​

    • Mutual of Omaha-800-867-6873​​

      • Term Life Express (Mtg)​

      • Living Promise (FEX)

    • American Amicable-800-736-7311​​

      • Home Protector (Mtg)​

      • ​EZ Term (Mtg)​

      • Senior Choice (FEX)

  • Purchase a tablet with a cellular plan to complete apps in home​

  • Design & purchase your name badge, business cards or use digital business card

FINAL TIPS

Stay Active in the Facebook group, Slack and Training Calls. The more you learn, the more you sell.

#WINWITHFFL