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?