Welcome to Family First Life Shield

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Unlicensed New Hire

Follow These Step-By-Step instructions

    ◦    New agent will be added to our Shield CRM to get automated emails

    ◦    New agent will already have Welcome email from when they started studying or if it is a brand new licensed agent they will get Welcome email sent to them - read thoroughly to start contracting process, additional contracting information and guidance also HERE

    ◦    The Hiring Agent will need to create PROSPERITY Invitation Code for their new direct downline agent. Log into Prosperity agent portal -> Go to Contracting tab -> click Invitation Code -> follow instructions for setting up proper comp level and parameters -> send new hire Invitation Code - Detailed Instructions Here

    ◦    New agent must do the AMAM AML training prior to submitting contracting to AMAM following the instructions HERE.

    ◦    Plug into New Agent Bootcamp HERE as well as agency zoom trainings and dial sessions

    ◦    Stay connected with new hire as they are receiving carriers to know when they are ready to get in the field. Have new hire start at the New Agent Checklist

    ◦    Work with new hire on lead strategy

    ◦    Schedule a Personal live dial session with leader

STEP BY STEP INSTRUCTIONS WITH SCREENSHOTS ON PROCESS FLOW TO HELP GUIDE YOUR AGENTS THROUGH CONTRACTING