Guidebook to Getting Started
You will find everything you need to complete these steps on this website!
Complete licensing - this includes the pre-licensing course, state exam, fingerprints, and applying for your license. Click here for info to register for the licensing course.
Create a professional email to use with carriers and clients. Gmail is fine. You just don't want to use your silly yahoo account from when you were a teenager.
Get contracted with carriers - record your writing numbers as contracts begin coming in.
Sign the agent agreement via email.
Set up your Workplace account - you will receive an email invite after signing the agent agreement
Set up your Integrity Lead Center account - for more info check the tutorial video on ILC
Apply for a non-resident license via NIPR.com to increase your lead flow if necessary. Once your non-resident license processes make sure to send to the necessary carriers. CLICK HERE for directions to do so.
Set up a google voice number by downloading the free app onto your phone so you can set up a local number for your non-resident license state
Complete New Agent Training paying specific attention to the call script materials
Watch all Tutorial videos found under the training tab to ensure practicals are in place
Record carrier writing numbers, set up your login to the carrier websites, and access the e-apps
Purchase your first batch of leads - drop your lead receipt in your upline chat on WP
Send a voice memo in your upline chat of your call script intro - this will initiate a phone script training where you'll run through mock calls and get feedback
Schedule your first dial session and message in your upline chat with the date and time so your uplines can be watching to assist you.
DIAL!
If you have any questions while completing the onboarding process, reach out to Becky Harris.
New Agent Checklist for Success
This checklist captures the practicals of what our agents do to be successful
Work Daily
Full time agents that want to write a minimum of 20k AP a month work 40+ hours a week.
Part time agents work a minimum of 3 hours a day.
Utilize All Available Resources
TLG has a partnership with a CRM and underwriting technology that our agents use to optimize dialing time, organization, and efficiency. All successful agents utilize these tool to maximize business. Once you have completed contracting, reach out to your upline for more information.
Daily Dial Reports
At the end of each day, agents post daily dial reports in their upline chats: (dials/contacts/sets). We do this to foster accountability and to ensure that agents who are in workplace are active and communicating.
Weekly Lead Purchases
Successful agents make consistent lead purchases. Buying leads weekly ensures you always have clients to talk to.
Plug Into Team Calls and Attend Events
There are weekly calls every Thursday and monthly calls on Monday. These calls, along with all training summits and conferences, are a great way for new agents to hear from top producers and leaders in the company on a regular basis. We believe in sharing best practices, so calls and events will give you insight into how top producers are winning and how you can replicate their success.
Read and Listen to Grow Your Success
Successful agents are always reading books from the recommended reading list, listening to audiobooks, and replaying training calls to achieve a mindset of success. Your mindset will determine your success in this business, so focus on developing the skill of a positive mindset just as you would develop your knowledge of products.
Communicate
One of the greatest indicators of agent success is how often they are reaching out for help, asking questions, and getting feedback from their upline. If you want to succeed, you have to communicate. Message your upline daily and then put their feedback into practice.