New Agent Checklist

NEW AGENT CHECKLIST

CONTRACTING

1. Sign & return the Affidavit

2. Errors & Omissions insurance – if you do not already have it (NAPA) Choose option B

3. CONTRACTS – click link in contracting email I sent you

4. ​Carrier Contact (ListCheck on status of contracts w/in 2 full business days of submitting

5. Contact info: Beau Archibald – beauarchffl@gmail.com

TRAINING

1. Training Call (List) > Scroll down

2. VIDEOS (VideosScroll down – WATCH ALL

3. Playbook Training (Videos)

4. Next level training link (Next Level Training)

5. Underwriting guides/grids (Guides) (FX Grid) (Term Grid)

6. Phone script (Scripts) Scroll down “Phone script documents/training”

7. Anti Money Laundering training AML (LIMRA) *Click forgot user/password even if you have never had an account. Newly licensed agents need to wait until they are contracted.

8. Annuity Training (Annuity Training)

LEADS

1. Contact Beau Archibald – beauarchffl@gmail.com

CRM training link (CRM TRAINING)

APPOINTMENT READY

1. Quoting Calculators (Calculators)

2. Daily Appointment Setting Tracker (Tracker)

3. ​Financial inventory sheet aka Client worksheet (Worksheet)

4. Product cheat sheet (Cheat sheet)

5. Here is the main products to focus on (Products)

6. Mentor Check-In. Check in with your manager to let them know you are ready to start running business.

7. Business Cards (Click here)

Have questions? Feel free to contact us directly via our Contact page or fill out the form below.

Generation One Insurance

ADDRESS 1: 1833 Eastern Hills Drive, Garland, TX 75043

ADDRESS 2: 12005 Ford Rd. Suite 5020, Dallas, TX 75234

HOURS OF OPERATION:

8:00 am – 8:00 pm Monday – Sunday

Email address: beauarchffl@gmail.com

Phone number: 214-205-2105