New Agent Training

7 Step Training Program for New Agents

CLICK HERE TO VIEW AND PRINT THE NEW AGENT CHECKLIST

Text your manager when you are completed each step listed below.

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 5- ACCESS LEAD SYSTEMS & PURCHASE LEADS

STEP 6- PHONE SCRIPTS & DOOR KNOCKING

This training website is designed to equip and empower you to have a fast start in the mortgage protection industry. The information and tools on this site will prepare you to "DO" the job. As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group. Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.

Photo used under Creative Commons from stuntguy3000