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☐ Join Private Facebook Group: HERE


☐ Text: FFL To 480-530-7196

- Updates and Training Call Reminders


☐ Join Team Slack App: HERE

- Group support & communication

☐ Download The Workspots App: HERE

- Select the Phoenix, AZ Office to stay connected with our team, access offices & monthly lead discounts

☐ Subscribe To Our YouTube: HERE

- Phone, In-Home, and Sales Training 

☐ Join The FFL Corp Email Blast: HERE

Start FFL America Bootcamp: HERE

☐ Add weekly conference calls to your calendar

- Listen to previous recorded calls

LIKE these pages on Facebook:

- Family First Life Corporate

- Family First Life America 



☐ Send manager full legal name (First, Middle, Last), business email, and phone number 

- Manager will register you in our Hierarchy Compensation Management System (HCMS). You will receive the following 2 emails:

  1. Your HCMS Account setup link

  2. Your personalized link to SuranceBay - contracting request platform

☐ Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B


☐ Complete Your Contracting Requests In SuranceBay

- Register a New Account with SuranceBay

- Complete SuranceBay LLC AML (under the CE and Training tab in SuranceBay)

- Request Contracts for all of the carriers listed, and confirm they move to "BGA" status

- SuranceBay 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: for help

- Make sure to call the carriers once you see your request move to "Carrier" status

☐ Complete LIMRA Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- This can be completed through LIMRA: HERE

- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE

☐ Follow up with each carrier after your Contract Request changed to "Carrier" Status 

- Verify they have all your contracting paperwork and that there are no outstanding requirements

- Carrier contact info can be found: HERE

- Keep an eye on your email box for important messages and contracting confirmation from the carriers

- Make sure to look in your SPAM and Promotional folders of your email


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

Watch the lead video to learn all about leads: HERE

- Have a "Lead Strategy Call" with your manager or upline VP prior to your first lead purchase

- Order Leads once you have your Americo writing number

☐ 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 appointment confirmation and agent numbers

- Register for each carrier you received a writing number from

- Order supplies directly from carrier

- Become familiar with their eApp


☐ Stay active

- Active in the Facebook Group

- Active in Slack

- Active in Training Calls


The more active you stay, the faster you will learn, and the faster you will become successful. You Can Do This!


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