7 Step Training Program for New Agents
CLICK HERE TO VIEW AND PRINT THE NEW AGENT CHECKLIST
Get Organized:
Submitting Applications:
STEP 1 - CONTRACTING (Licensed Agents begin here)
STEP 2- GOAL SETTING & SCHEDULE (Unlicensed Agents begin here)
STEP 3- GET YOUR BAG READY
STEP 4- TECHNOLOGY & QUOTERS
STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
STEP 6- PHONE SCRIPTS & DOOR KNOCKING
STEP 7- IN-HOME PRESENTATION
PROFESSIONAL ETHICS
WHAT HAPPENS NEXT?
Get Organized:
- We recommend you have two 1" binders. One Training Binder and one Field Binder.
- You will also need a field bag or backpack.
Submitting Applications:
- Contact your manager on the process for submitting your first application.
- Never submit a paper application directly to the insurance carriers.
- We must always report e-applications to Equis as soon as completing the e-app.
STEP 1 - CONTRACTING (Licensed Agents begin here)
STEP 2- GOAL SETTING & SCHEDULE (Unlicensed Agents begin here)
STEP 3- GET YOUR BAG READY
STEP 4- TECHNOLOGY & QUOTERS
STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
STEP 6- PHONE SCRIPTS & DOOR KNOCKING
STEP 7- IN-HOME PRESENTATION
PROFESSIONAL ETHICS
WHAT HAPPENS NEXT?