7 Step Training Program for New Agents
CLICK HERE TO VIEW AND PRINT THE NEW AGENT CHECKLIST
NEW AGENT ORIENTATION CALL
EVERY MONDAY 8pm EDT
DIAL- IN 712-770-4160
Access Code: 406532#
If you have your insurance license, start at STEP 1.
If you do not have your insurance license, skip STEP 1 until you have your license.
Get Organized:
We recommend you have two 1" binders. One Training Binder and one Field Binder.
You will also need a field bag or backpack.
CLICK HERE TO VIEW AND PRINT THE NEW AGENT CHECKLIST
NEW AGENT ORIENTATION CALL
EVERY MONDAY 8pm EDT
DIAL- IN 712-770-4160
Access Code: 406532#
If you have your insurance license, start at STEP 1.
If you do not have your insurance license, skip STEP 1 until you have your license.
Get Organized:
We recommend you have two 1" binders. One Training Binder and one Field Binder.
You will also need a field bag or backpack.
STEP 1 - CONTRACTING (insurance license required)
Complete the 4 TASKS below to have your Contracting documents submitted to the carriers, full access to the Equis Agent Dashboard, and access to the Equis Lead System.
TIP - Start Selling Now!
- Carrier Contracting Profile
> Complete your Carrier Contracting Profile on the Equis Agent Dashboard. https://cb.equisfinancial.com
> Review info below for documents required to submit your profile
> After you submit your Carrier Contracting Profile it will take 1-2 business days to be reviewed and approved.
> You will receive a confirmation email when the Profile is approved. - Surancebay Emails
> Surancebay is the online system we use to transmit your contracting info to each carrier.
> CLICK HERE to download the Carrier Contracting Check List.
Text this document to your manager when Surancebay emails are complete.
> You will receive an email through Surancebay to confirm each carrier contract. You must open and confirm each email. - Guided Start-Up
> You must complete the Guided Start-Up on the Equis Agent Dashboard to have full access to the Dashboard.
> Equis is no longer supporting the Equis App for your phone, so do not download this. It will be removed from the Guided Start-Up soon. - Request Access to Equis Lead System (OPT)
> OPT is the software program used by Equis to manage our lead program.
> After you have completed the Surancebay emails, and you have completed the Guided Start Up,
you should request access to OPT.
> Click Here to view the help article from Equis on requesting accessing to OPT
> After you have received the "Verified" email from Equis, you are ready to start buying leads.
TIP - Start Selling Now!
- You can start writing business as soon as you complete the Surancebay emails referenced above.
- You do NOT need writing numbers from the carriers to submit business in most states.
- Review the pre-appointment states with your manager.
Documents for your Contracting Profile
- Copy of your insurance license
- Copy of your drivers license
- Voided check
- REG-ED Anti-Money Laundering (AML) certificate.
- Equis Financial REQUIRES Anti Money Laundering. We must have the RegEd AML only, no other AML will be accepted even if obtained recently. This is a free course for you, to get this deal you MUST use this link.
- https://secure.reged.com/Login/vu/VirtualUniversity/EQUIS
- Select Opt out of CE credits option, this AML Course cannot be applied towards CE credits. Upon completing the course take a screenshot and upload to your Contracting Profile.
- Errors & Omissions Insurance (E&O)
- This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O is not required to contract with most of our carriers but is highly recommended.
- We recommend using the NAPA, National Association of Professional Agents. You can access their information HERE and clicking on the Life & Health Agent E&O button.
- Reminder: For any of the annuity carriers your E&O also needs additional coverage for fixed/indexed annuities.
STEP 2- GOAL SETTING & SCHEDULE
Review this information with your manager
- Subscribe to the Theodore Group Email List HERE
>> After your subscribe to the email list, you will receive a confirmation email to OPT IN.
>> Check your SPAM folder if you do not see the confirmation email in your inbox.
>> The confirmation email is sent from CINDI THEODORE via the Aweber email service.
>> You must confirm your subscription to receive the emails. - Join The Theodore Group GroupMe Page HERE
- Weekly Conference Call Schedule HERE
- Attend a Equis Financial Business Overview Meeting (EBO) near you -
Register for free from your Equis Financial DASHBOARD - Register for the next National Convention - Register from your Equis Financial DASHBOARD
- Learn how to Earn Free Leads - Full Details HERE
- To view your Commission Schedule: Go to your Equis agent dashboard, click on your name in the upper right corner, click on "My Profile", then click on ER1, or your specific contract level, below your name on the left side.
- To view the Promotional Guidelines, go to your Equis agent dashboard, click on "Training" on the left side navigation, then click on Agent Resources, then click on the document titled "The Equis System - Promotion & Bonus Guidelines"
- Set Income Goals
- Set Schedule
STEP 3- GET YOUR BAG READY
a.) APPLICATION PRINTING:
c.) PRODUCT TABLES: Print and laminate OR place in clear sheet protectors and keep in your field binder.
d.) IN-HOME TOOLS: Print and laminate OR place in clear sheet protectors and keep in your field binder.
e.) NEEDS ANALYSIS Worksheet: Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
f.) SET-UP NASSAU E-APPS: Click HERE to sign up for an account. Practice writing a Nassau app on yourself before using this in a home with a client. Until you receive your writing number you will type "pending" in the application.
- You must have your license and STEP 1 completed prior to having access to print applications.
Skip to item (b) below if you do not have Step 1 completed.
- Click Here for the Application Check List. This is a list of applications to print and place in your bag. Print at least two copies of each application. Text the check list to your manager when completed.
- To access the paper applications for printing:
Go to the Equis Agent Dashboard, then go to "Training>>Carrier Resources>>Quick App Download"
- TERM & UNIVERSAL LIFE UNDERWRITING GRID
- WHOLE LIFE UNDERWRITING GRID
- HEIGHT AND WEIGHT CHART- TERM & UL
- HEIGHT AND WEIGHT CHART - WHOLE LIFE
c.) PRODUCT TABLES: Print and laminate OR place in clear sheet protectors and keep in your field binder.
d.) IN-HOME TOOLS: Print and laminate OR place in clear sheet protectors and keep in your field binder.
- The New Kind of Life Insurance - The Value of Mortgage Protection & Living Benefits (Click Here)
- 48-48-50 : Stats to show your clients (Click Here)
- Living Benefits Grid for Term & UL (Click Here)
- Living Benefits for Whole Life (Click Here)
- Mortality Guidelines (Click Here)
e.) NEEDS ANALYSIS Worksheet: Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
f.) SET-UP NASSAU E-APPS: Click HERE to sign up for an account. Practice writing a Nassau app on yourself before using this in a home with a client. Until you receive your writing number you will type "pending" in the application.
STEP 4- TECHNOLOGY
a.) CREATE A SHORTCUT TO THE THEODOREGROUP.INFO WEBSITE ON YOUR PHONE'S HOME SCREEN FOR QUICK ACCESS.
b.) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOU PHONE'S HOME SCREEN.
- Not sure how to setup a Shortcut >> google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.
b.) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOU PHONE'S HOME SCREEN.
- FORESTERS MOBILE QUOTER
- CFG requires that you download their quoting "app" on your phone. Follow instructions below:
- AMERICO MOBILE QUOTER
- GPM EQUITY PROTECTOR MOBILE QUOTER
- GPM FINAL EXPENSE MOBILE QUOTER
- NASSAU TERM MOBILE QUOTER
- NASSAU WHOLE LIFE MOBILE QUOTER
- MUTUAL OF OMAHA MOBILE QUOTER
- OXFORD ASSURANCE MOBILE QUOTER
- TRANSAMERICA IMMEDIATE SOLUTIONS MOBILE QUOTER
- AIG QUOTER LOGIN (requires user name and password)
STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
After you have access to the lead systems, review the live lead inventories with your Manager and make your first purchase.
REQUEST ACCESS TO OPT
Refer to STEP 1 for instructions on requesting access to OPT. OPT is the Equis Financial lead system.
SET UP A MAILCO & LEADCO ACCOUNTS
MailCo Account Set-Up
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE
LeadCo Account Set-Up. (CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)
Sign-up for a LeadCo account by email Cheryl at Cheryl@leadcoleads.com
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.
Here is an image of what it will typically take to make 10 appointments a week. Click the link below.
You do not need full access to Equis Agent Dashboard to register with MailCo. All agents can register at any time with MailCo.
Sign-up for a MailCo account HERE
- Agency name is "Equis"
- Group name is "Theodore Group"
LeadCo Account Set-Up. (CHECK WITH YOUR MANAGER PRIOR TO CONTACTING LeadCO)
Sign-up for a LeadCo account by email Cheryl at Cheryl@leadcoleads.com
Reference your association with Equis Financial and Theodore Group the counties you are interested in working. Ask for the current inventory list and she will respond with cost and age of leads available in your desired counties.
Here is an image of what it will typically take to make 10 appointments a week. Click the link below.
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STEP 6- PHONE SCRIPTS
- Dialing Tracker
- Use the Dialing Tracker to track your weekly dialing activity.
- Take a photo and text to your manager each week.
- Phone Scripts
- OLDER PHONE SCRIPT
- D LEAD & FINAL NOTICE MAILING TRAINING
- B & C LEAD PHONE SCRIPT
- A LEAD PHONE SCRIPT
- Click the audio player below to listen to phone scripts from top producers in the Theodore Group.
- Bill Martin Training for dialing leads and booking appointments
- Attend Bill Martin Live Dials training session – Every Friday 3pm EST
The link for the live training is sent from Equis via email and text message. - View archived Bill Martin webinars HERE
- Attend Bill Martin Live Dials training session – Every Friday 3pm EST
STEP 7- IN-HOME PRESENTATION
- View In-Home Presentation videos
- Attend Bill Martin's in-home presentation training webinar – Every Wednesday 3pm EST
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SALES TIPS FOR NEW AGENTS
- Raising the Value Above the Price Point by Nick Theodore
- Click the audio player below to learn from Nick Theodore how to use the In-Home Tools to raise the value in the home. This will help you prevent objections and sell more policies in the home.
- Refer to the In-Home Tools printed in Step 3 above.
- Preventing Objections in the Home by Jerry Zezas
- Click the audio player below to learn how Jerry Zezas prevents objections from ever coming up in the home.