New Agent Checklist
These are the steps that you need to take if you are starting as a brand new unlicensed agent.
If you already have a license then you can jump right down to HCMS Onboarding.
Click on the PDF icon below to grab a printable copy.
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Sign Up For Licensing Course
Enroll In Social Media Platforms (FB, Slack, etc.)
Conference Call Schedule Worked into Calendar
Schedule Test (for 2 weeks from start of course)
Fingerprints
Pass Test
License Application
License Issued
HCMS Onboarding Complete & Profile Info Filled in correctly
Anti-Money Laundering Course Complete
Prosperity Life Appointment Applied For
Carrier Appointments Applied For Through SuranceBay
Requested Auxiliary Carriers in HCMS
Bootcamp Complete
Give All Agent Numbers To Admin & Added as Missing Carriers in HCMS
Agent Numbers, Carrier Contact Numbers & Login Info On One Sheet
Selling Binder (3/4” is fine)
Scheduling Notebook/Day Planner
Phone Dial Stats Sheet (10 printed)
Credibility Sheet (15 printed, or 1 laminated)
Financial Inventory Sheet (15 printed)
Final Expense Phone Script
Final Expense Presentation Script
Mortgage Protection Phone Script
Mortgage Protection Presentation Script
Door Knocking of Leads Script
Create Login Info For Eapps (Americo, Transamerica, Prosperity, etc.)
Order Leads!! It’s Go Time!