
NEW AGENT CHECKLIST
1. Agent Agreement
Read and sign our agent agreement to acknowledge that you understand our terms and policies.
4. GroupMe Chat
Download the GroupMe app. This is where we have all of our agency chats where you can connect with other agents and ask questions. Your direct manager can invite you to the chat.
7. Carrier Portals
Each carrier has their own agent portals where you can manage your submitted business, commissions and more. You'll need to have access to your writing number, username and password. Keep this information somewhere you have quick access to.
10. Zoom
Tune into our live dials zoom room and watch 8 presentations and role play with your manager so you can practice what it's like being on the phone and overcoming common objections.
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13. Buy Leads &
Start Selling!
You're ready!
It's time to buy your leads and start selling. Get everything together and put everything you learned into play. Time to protect some families!
2. Contracting
Click the link down below to request our contracting materials. Make sure that you are able to complete these requests within 24 hours of receiving the information.
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5. Subscribe!
FFL offers tons of different resources. Our email newsletters are one way to stay up-to-date on training calls and upcoming events.
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8. Sales Tracker
Create your own sales tracker so you can track your progress and commissions. You can use the template we have linked down below.
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11. Lead Strategy Call
Talk to your direct manager and set up a Lead Strategy Call with them and our agency owner, Erika Walker. On this call, you'll go over what lead types you should purchase, how much you should spend and how often. Make sure you look for discount codes!
3. Career Meeting
Reach out to your direct manager (the agent who hired you) and let them know you're ready to schedule the Career Meeting with them and our agency owner, Erika Walker.
6. Bootcamp
Complete our New Agent Bootcamp! This training segment goes over everything you need to know before getting on the phones!
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9. Scripts & Rebuttals
Print out scripts and rebuttals so you can have them in-hand when you're dialing. It's easier to focus this way! You can find our scripts and rebuttals on our agent resources page.
12. Slack Workspace
Slack is an app where you can connect with the team. Our agency has different channels where you can submit your daily sales, get updates on trainings etc. Ask your direct manager to send you an invite link!