Please enable JavaScript.

Coggle requires JavaScript to display documents.

New Agent Journey, Signup for EIN, Trainings, Licensed, Unlicensed,…

- - - - Licensed
        
        Transfer?
        
        Non Transfer
        
        Expectations: https://bit.ly/49SjWxc
        
        Create a new gmail account
        
        Notify Upline to complete onboarding form
        
        1 more item...
        
        Transfer
        
        Expectations: https://bit.ly/49SjWxc
        
        Create a new gmail account
        
        Example: (first-last-insurancebroker) (firstname-lastname-inital-insurancebroker@gmail.com)
        
        Notify Upline to complete onboarding form
        
        1 more item...
      - Unlicensed
        
        Expectations: (Insert Google Doc)
        
        Create a new gmail: Example: (first-last-insurancebroker) (firstname-lastname-inital-insurancebroker@gmail.com)
        
        Notify Upline to complete onboarding form
        
        Signup with your upline for the prelicense course and schedule your state exam
        
        Schedule study session: https://bit.ly/3VUVc1U
        
        1 more item...
  - - - Email Signature
        
        Notify Upline to send you W9 Forms
        
        Notify Upline when W9 Forms are completed
        
        Sign Up for EIN
        
        Apply for A2P
        
        Submit Ticket for Verified Producer Page
        
        Crank Wheel
        
        1 more item...
        
        Headshots?
      - Step 4
        
        Contracting: Contracting Instructions
        
        Life/Health?
        
        Health
        
        All State
        
        Golden Rule
        
        1 more item...
        
        Life
        
        Americo
        
        Ameritas
        
        1 more item...
        
        Comp
        
        Comp dates expected
        
        What your clents get
        
        Step 5
        
        ACA Contracting
        
        Step 6
        
        Advanced Trainings
        
        Mentality
        
        Schedule Creation/Accountability
        
        1 more item...
        
        Bonuses
        
        Why/Nut
        
        Step 7
        
        Book of business Management
        
        How to handle charge backs
        
        1 more item...
        
        Monday operating/Schedule/SOP's
        
        Step 8
        
        Ongoing Training
        
        1 more item...
        
        Step 9
        
        1 more item...
        
        Upline
        
        Go over states and which ones to buy vs spiffs
    - - Request W9 Form from Upline
        
        Contracting with Carriers
        
        Enroll in IE CRM
        
        $50/m
        
        Insurance Elevated Course
        
        Sign Debt Agreement
        
        Sign NDA
        
        1 more item...
        
        Notify Upline when you will be attending training with Director of Training Ryan
    - - Workout whether or not you will be paying Amanda for contracting
  - - - Licensed?
        
        Licensed
        
        Transfer?
        
        Transfer
        
        Expectations: https://bit.ly/49SjWxc
        
        Complete onboarding form with new gmail: Check with Admin: https://elevatedonboarding.us/
        
        1 more item...
        
        Non Transfer
        
        Expectations: https://bit.ly/49SjWxc
        
        Complete onboarding form with new gmail: Careful with overlapping dates check with admin: https://elevatedonboarding.us/
        
        1 more item...
        
        Unlicensed
        
        Expectations Meeting: https://bit.ly/49SjWxc
        
        Complete onboarding form with new gmail: How to fill out onboarding form
        
        Sign them up for Pre License Course and Schedule State Exam together
        
        Have them book a study session check in
- - - - https://insuranceelevated.freshdesk.com/support/home
        
        Will need to upload pdf's of states you have
- - - - Send Link to Google Drive to upload theyre audio files 5 recordings
- - - - Give them 2-3 week expectation that they will start getting contracts
        
        How long before they wrote buisness?
        
        If over 6 months since writing then they can
        
        Proceed to requesting contracting
        
        Training Video (will be updated) - In the meantime $150 paid to Amanda and she will do it for ya
        
        Reach out to Amanda for the scope of services document
        
        If under 6months then its up to their upline
        
        Talk to current upline and request - Make sure you have no debt, otherwise you probably wont release you.
        
        If released then go to step above
        
        Can Contract with Carriers outside of the ones you have with the IMO
        
        Reference Document to all carriers we will have as an IMO
        
        Proceed to requesting contracting with said carrirers
        
        Reference Document to all carriers we will have as an IMO
    - - Link to onboarding form
        
        Send NDA Link
        
        Invite to Elevated University will be sent
        
        Must be completed the Friday before the Monday Training
        
        Schedule for Live Training: EST: (Mon-Friday 8am-12pm), PST Is only once a month (Monday - Friday 11am-3pm)
        
        Monday Board automation: 1st is set a reminder on monday for the friday prior to training to send to agent to have done theyre course, once completed and upline notified, select DONE and it will send them the jotform to upload theyre PDF course completion
        
        1 more item...
- - - - Training Video
    - - Training Video
- - - - Chrome Bookmark Folder
        
        How to use Goodrx
        
        Link Tree
        
        Calendly
        
        Canva - Buisness Card
        
        Text Replacement: Word Board
        
        1 more item...
        
        Workflows for appt confirmations
        
        Ryan's Link Tree
        
        How to look for meds and conditions
      - Single Dialing
        
        Power Dilaing
        
        How to pull audio Recordings
        
        How to live transfer calls