Insurance Upgraded ™
Established 2018
CONTRACTING CHECKLIST
GET CONTRACTED
☐ Send manager full legal name (First, Middle, Last), best email, and phone number
- Manager will submit your information to Jade, our Head of Contracting and you will be getting four emails.
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Your personalized link to our SuranceBay contracting portal
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An email with SuranceBay instructions
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An invite link to Slack - Our team communication tool
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A "Confirm Your Subscription" email to join our New Agent Training email series
☐ Need E&O Insurance?
- You can purchase E&O on SureLC through CalSurance. Select Option B
- If you have issues with SureLC, then you can purchase E&O from NAPA: HERE
☐ Go through your specific SureLC contracting link that was emailed to you from contracting
☐ Complete the affidavit and acknowledgement
- Make sure you watch the entire SureLC Overview Video and then get started.
- Create a New Profile with SureLC, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”
- SureLC “Currently At” Statuses:
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Producer: Go back through and confirm your requested appointments
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BGA: Good Job, you have done it correctly and your contract has been sent to our home office
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Carrier: FFL home office has sent your contract to each carrier
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Discarded: Locate the reason, and email: contracting@fflamerica.com for help
- Check SureLC daily for contracting updates with each carrier.
- SureLC Help: HERE
☐ Complete Anti-Money Laundering (AML) Course
- This can be completed through LIMRA after submitting contracting for Mutual of Omaha
☐ 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.
WATCH NEW AGENT ONBOARDING TRAINING
Prepare To Dial and Run Appointments
☐ Print out these documents to set yourself up for success
- 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 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.
☐ 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
☐ 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 Training Calls
The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!
#BestBusinessEver