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NEW AGENT CHECKLIST

GET PLUGGED IN

☐ Text: JOIN to 844-737-9663

  • Updates & Training Call Reminders

☐ Join Team Slack App

  • Group support & communication​

☐ Download The Workspots App

  • Select the Vancouver, WA Office to stay connected with our team, access offices & monthly lead discounts

☐ Subscribe To Our YouTube

  • Phone, In-Home, and Sales Training 

☐ Join The FFL Corp Email Blast

☐ Start FFL Northwest Bootcamp

☐ Join Private Facebook Group

☐ Add weekly conference calls to your calendar

- Listen to previously recorded calls

☐ LIKE these pages on Facebook:

- Family First Life Corporate

- Family First Life Northwest

HOW TO GET LICENSED CHECKLIST

NOT LICENSED? CLICK HERE:

GET CONTRACTED

☐ Send manager full legal name (First, Middle, Last), best email, and phone number 

  • The manager will register you in our Hierarchy Compensation Management System (HMCS).

You will receive 4 emails:

  1. Your HCMS Account set-up link (HCMS Onboarding Video Tutorial)

  2. Your personalized link to SuranceBay - contracting request platform

  3. An invite link to Slack - our team communication tool

  4. A "Welcome To The Team" email to join our New Agent Bootcamp.

NEED E&O?

IMPORTANT: HCMS IS USED FOR ONLY REQUESTING FOR CARRIERS. YOU WILL THEN COMPLETE THE CONTRACT THROUGH SURELC

☐ Complete Your Contracting Requests In SuranceBay (Please click HERE for instructions on how to appoint with each carrier) 

  • Make sure you watch the entire SuranceBay Overview Video and then get started. 
  • Create a New Profile with SuranceBay, Request Contracts for all of the carriers listed, and confirm they move to BGA status

☐ SuranceBay Statuses: 

  • Producer: Go back through and confirm your contract request

  • BGA: Good Job, you have done it correctly and your contract has been sent to our home office

  • Carrier: FFL home office has sent your contract to the carrier 

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

- Check your contracting request in SuranceBay on a daily basis for any notes on your requests

☐ Follow up with each carrier in 5 business days after your Contract Request changed to "Carrier" Status 

  • 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 contracting confirmation from the carriers
  • Make sure to look in your SPAM and Promotional folders of your email

​How To Get Contracted With Carriers Through HCMS 

☐ WATCH THIS TUTORIAL FIRST

☐ Request Aetna, American Amicable, Transamerica, Foresters, & Great Western in your HCMS Account

  • Log into your HCMS Account: HERE
  • Go to "Requests" -->"Add Requests" --> Select "Add Carrier"

How To Add Your Agent Numbers On HCMS (All Carriers)

CRM INFORMATION

Once you have been registered for HCMS and are approved with at least three carriers, you will receive an automatic email prompting you to register for and log in to the new ILC (CRM system). If for some reason you do not receive this email, follow the prompts below to log in. The login credentials will be the same as HCMS.

 
To access the new CRM (ILC- Integrity Lead Center):
 
 
Use the login credentials you formerly provided for HCMS to log in.
Then click ILC on the lefthand side and review the terms and conditions.
You will now have access to the new ILC (Integrity Lead Center)
 
(To find leads from former CRM, select the filter button under the manage leads tab (left side) and select the time frame you purchased those former leads, hit apply and they will generate automatically.)
 
If for some reason this is still not working for you, please email <leads@familyfirstlife.com> with a screenshot of your error message and they will be able to further assist you.

WATCH NEW AGENT ONBOARDING TRAINING

☐ Print out these documents to set yourself up for success

 

☐ 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 writing number

​

☐ 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
  •  The 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 the carrier
  • Become familiar with their e-App

FINAL TIPS

☐ Stay active

Staying active will enable you to learn more rapidly and become more successful faster. You Can Do This!

                                                                                                                                                  #BestBusinessEver