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AGENCY ROSTER

* Save copy of document. DO NOT modify master copy

NEW AGENT TRAINING

The first month of the agents career is the most important.

 

Follow these targets along w/ daily constructive criticism.

 

Set The Standards:

  1. Consistency

  2. Standards

  3. Confidence

Ask them:

  1. What are your goals for yourself?

  2. What are you hoping to get out of this?

 

Agency Boot-Camp: https://tinyurl.com/agencybootcamp

 

Setting Expectations:

  1. Consistent Schedule

  2. On zoom unmuted/camera on

**Go Over Script and how to navigate in detail.

 

Week 1:

Objective: Focus on tonality

Goal: Close 2-3 policies

Week 2:

Objective: Mastering the first 90 seconds.

Goal: Close 3-5 policies

Week 3:

Objective: Closing On Numbers.

Goal: 4-6 Policies

Week 4:

Objective: Smooth Presentations & Application Objections.

Goal: 5-8 Policies

Week 5 & 6:

Objective: Flawless through the script and all phases of objection’s.

Goal: 6-8 policies.

AGENT CHECKLIST

Phase 1: Pre- Exam

  1. Schedule exam (text proof to admin)

  2. Course voucher for free

  3. Pass exam

 

As Soon As Agent Passes Exam:

Phase 2: Post Exam

  1. Make a new GMAIL (Example: rsalem.ffl@gmail.com) **text it to admin

  2. Apply for state license ASAP (Let admin know when done)

  1. Schedule fingerprints after license ASAP

 

While waiting for license approval,

  1. Join Team Slack:

  2. Practice Script

  3. Practice Rebuttals

  4. Listen in to the guys on zoom live!

  5. Join Agency Meetings Monday @ 7pm EST type in ‘allstardials.com’ to join

  6. Join Agency Trainings Thursday @ 7pm EST type in ‘allstardials.com’ to join

 

Then,

  1. Check for National Producer Number (NPN) (after license is approved 1 week or so)

  2. Purchase E & O insurance (Option A) lowest option (Send it to admin)

  3. Voided check for Commission Deposits (Send to admin)

  4. Finish Contracting Carries w/ Heather (takes 1 hour)

***Start training immediately after contracting!

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  • 1-2 weeks for writing numbers

 

Licensing Requirements: (per state): https://www.prepare2pass.com/requirements

 

Look Up NPN #: https://nipr.com/help/look-up-your-npn

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Contact your assigned Admin:

​

CJ (Caleb Moore's Admin) Contact Info:

Email: crisostomo.nicole02@gmail.com

What's app: +63 977 314 7060

​

Enzy (Ronny Bucica's Admin) Contact Info:

Email: dworkemail21@gmail.com

What's app: +63 920 550 3933
 

Anna (Agency Admin) Contact Info:

Email: anna.garciaforffl@gmail.com

What's app: +63 998 023 8774

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