Embedded Files
7 FIGURE FORMULA
Sales Tactics
Call the leads, read the script, remain neutral, 5+ presentations / day.
Building Tactics
Lead from the front, believe in, don't rely on, 1+ new agent / week.
Schedule (Mountain Standard Time) - Adjust Accordingly
6AM - Exercise
7AM - Personal
8AM - Script Training
9AM - Sales Block #1
12PM - Office Hour
1PM - Sales Training
2PM - Office Hour
3PM - Sales Block #2
6PM - Daily Plan
7PM - Personal
New Agent Checklist
Required Accounts
Create a professional digital business card for free.
Licensing & Appointments
See all state licensing timelines, fees, & requirements.
Get contracted with all of the top insurance carriers nationwide.
Login to Gateway then select "HCMS" in the menu.
onboarding, new agent onboarding, new agent setup, getting started, start here, agent startup, insurance onboarding, crm login, kixie setup, leadconnector login, evolve crm login, contracting steps, carrier appointments, NIPR, E&O, errors and omissions, training checklist, week 1 checklist, new agent training, phone setup, dialing setup, account setup, new hire orientation, workflow setup, tech setup, insurance licensing help, agent resources, insurance agent setup, new agent guide, start guide, beginning steps, how to get started, SureLC, contracting, contract, license
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