1. GET PLUGGED IN

 
 
 
 
 
 

2. CONTRACTING

 

2.1 Purchase Errors & Omissions (E&O) Insurance  

2.2 Create & complete your profile on SuranceBay using this link:

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

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NOTE: This website will not work on your phone or iPad.

Request Appointments for all of the carriers listed. 

 

You will know you have successfully requested a carrier when it says “BGA” or “At Carrier” under “Currently At”.

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

2.3 Complete Anti-Money Laundering (AML) Course

*This can be completed before or after submitting your contracting

IMPORTANT NOTES

Follow up with each carrier 5 business days after your contract status has changed to “At Carrier” on SuranceBay.

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

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

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  • Check your spam and promotional folders, too! 

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  • 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.

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

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

If you have any issues accessing the CRM AFTER you have been added, please contact FFL Tech Support

 3. PREPARE TO DIAL

 

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 & Mutual of Omaha agent numbers

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

You can now start to dial and book appointments

 4. PREPARE TO RUN APPOINTMENTS

 

*One for every appointment

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

Americo 

800-231-0801                    

HMS 

100-125MTG - CB0                    

Mutual of Omaha

800-867-6873    

American Amicable

800-736-7311 

STAY ACTIVE IN YOUR FACEBOOK GROUP, SLACK, AND IN TRAINING CALLS. THE MORE YOU LEARN, THE MORE YOU SELL.