NEW AGENT CHECKLIST

4 THINGS YOU NEED TO GET CONTRACTED

☐ Create A Business Email

- We Recommend: FirstNameLastName.FFL@gmail.com

☐ Purchase E&O Insurance: HERE

- Select Option B

 

☐ Get A Voided Check

- Must Show Your Legal Name

- Cannot Be A Direct Deposit Form

☐ Locate Your NPN

- This Can Be Different Than Your State License Number

GET PlUGGED IN

☐ Join Private Facebook Group: HERE

 

☐ Text: FFL To 480-530-7196

- Updates and Training Call Reminders

 

☐ Join Team Slack App: HERE

- Group support & communication

☐ Subscribe To Our YouTube: HERE

- Phone, In-Home, and Sales Training

LIKE these pages on Facebook:

- Family First Life Corporate

- Family First Life America 

Need to locate your npn?

Next Steps to get contracted

☐ Send Manager Your First and Last Name, Business Email, Phone Number, and NPN

- Manager will initiate your invitation to HCMS (Hierarchy Compensation Management System). You will receive the following 2 emails that look like this:

1. Subject: FFL-Onboarding for New Agent

- This will come from no-reply@uppatop.com

- This email will bring you into HCMS where you will verify all of your personal information. Make sure to save your username and password. 

Screen Shot 2022-10-14 at 10.04.45 AM.png

2. Subject: FFL - Contracting Process

- This will come from no-reply@uppatop.com

- This email takes you to SureLC - REGISTER NEW ACCOUNT, you will input your information and it will verify you through NIPR.

Screen Shot 2022-10-14 at 9.48.57 AM.png

- You will receive a second email from Setup@surancebay.comIt will look like this in your email box:

Screen Shot 2022-10-14 at 10.02.27 AM.png

- You will click on the link "CLICK HERE" in the email to create your password to login and activate your account.

- Make sure to save your username and password for SureLC for future use.

- When you log out for the first time, be sure to bookmark the login page on your browser for quick and easy access.

☐ Complete all the tabs on the lefthand side of SureLC (see below for reference)

- There should be no red or yellow dots by the time you have completed this step.

A Few Things To Note:

- "Doing Business As": Select Individual if you are not licensed as a business. Do not check "Has Solicitors" or "Assigning Commissions".

- "FINRA": Select "No" if you are not a FINRA Representative. If you don't know what this means, you are not a FINRA Representative.

- "CE & TRAINING": Click "Start Training" and select "SuranceBay LLC AML". This is free to you, and once you complete it, download and save the PDF certificate.

"PROFILE DOCUMENTS": Make sure your voided check, E&O Insurance, SuranceBay AML Certificate, and any other documents requested are showing "attached" with no red or yellow issues indicated.

Screen Shot 2022-10-14 at 10.17.07 AM.png

☐ Complete Your Contracting Requests in SureLC

- Click "Requests" under the "Contracting" section on the lefthand side of the screen.

- Click on the blue "CREATE REQUEST" button and complete the 2 available carrier contracts.

- Make sure to confirm and sign the contract, and it will move to the next status at "BGA".

Screen Shot 2022-10-18 at 12.28.47 PM.png

- SureLC 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@fflamerica.com for help
     

- Make sure to call the carriers once you see your request move to "Carrier" status, OR it has been 2 business days.

☐ NLC

- Check for an email from support-hcms@uppatop.com that looks like this:

Screen Shot 2022-10-18 at 1.15.50 PM.png

Click on the NLC "login" link in the email.

- Log in using your HCMS username and password.

After you log in, verify your NPN when prompted to do so.

- Complete all of the tabs on the lefthand side of the screen (see picture below). Make sure to upload your voided check, E&O Insurance, and SuranceBay AML Certificate when prompted.

Screen Shot 2022-10-18 at 12.54.49 PM.png

Once all of the tabs on the lefthand side of the screen are completed, click the blue "+" at the top of the screen > Select "New Contracting" > Select "Americo".

- As you move through the contracting request, make sure to fill out and attach any necessary documents

- At the end of the contract submission, NLC will require you to confirm and sign with your contract by entering in the code texted to your phone.

*If there are any issues, the system will prompt you before submitting your request.

Once you've completed all the above steps successfully, send an email to contracting@fflamerica.com for your remaining carriers

next steps: COMPLETE these 5 days after SUBMITTING your contracting requests

☐ Complete LIMRA Anti-Money Laundering (AML) Course

- This can be completed through LIMRA: HERE

- The login username is your NPN, and the password is your Last Name (all lowercase)

- Complete LIMRA AML and upload a screenshot of the completion page to SureLC "Profile Docs": HERE

☐ Start the FFL America Bootcamp: HERE

☐ Stay Active

Active in Slack

- Active in the Facebook Group

- Active in Training Calls

The more active you stay, the faster you will learn, and the faster you will become successful.

ONCE YOU'VE COMPLETED BOOTCAMP, WATCH THIS VIDEO

Prepare To Dial and Run Appointments

☐ Print Out These Documents To Set Yourself Up For Success

- All Phone Scripts 

- Phone Objections

- Dial Tracker

- In-Home Sales Process

- Financial Inventory & Credibility Sheet

 

☐ Order Leads

Set up your Real Time Lead Campaign - WATCH THIS:

Follow These Steps: 

- Log into your Gateway: HERE

- Click on "ILC" in the menu on the left and then "Real Time Campaigns"

- Click on "New Campaign" and follow the prompts to fill in your desired leads/locations

INCREASE YOUR DIAL DAY EFFICIENCY WITH THESE TOP PRODUCER TOOLS

JOIN IN ON LIVE DIALS

Untitled design-2.png
Untitled design.png

PHONEBURNER: A POWER-DIALING SOFTWARE

ZEEPO: ALL-IN-ONE VIRTUAL SALE PLATFORM

START YOUR 5-DAY FREE TRIAL: ZEEPO.IO

Screen Shot 2022-10-25 at 4.01.40 PM.png

☐ 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
- Faster you become self sufficient, the faster you will be successful

Once you receive your Carrier Writing Numbers

- Email your writing number to contracting@fflamerica.com so we can upload it into HCMS

- Register for each carrier you received a writing number from

- Become familiar with their e-App