THE THEODORE GROUP
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7 Step Training Program for New Agents
CLICK HERE
TO VIEW AND PRINT THE
NEW AGENT CHECKLIST
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.
Submitting Applications:
Contact your manager on the process for submitting your first application.
Never submit a paper application directly to the insurance carriers.
We must always report e-applications to Equis as soon as completing the e-app.
STEP 1 - CONTRACTING
(Licensed Agents begin here)
STEP 2- GOAL SETTING & SCHEDULE
(Unlicensed Agents begin here
)
STEP 3- GET YOUR BAG READY
STEP 4- TECHNOLOGY & QUOTERS
STEP 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS
STEP 6- PHONE SCRIPTS & DOOR KNOCKING
STEP 7- IN-HOME PRESENTATION
PROFESSIONAL ETHICS
WHAT HAPPENS NEXT?
Home
New Agents
Agent Training
Lead Driven
Self Driven
Weekly Sales Tips
Conference Calls
Bonuses
Careers
Agent Tools
Underwriting