LET'S MAKE MONEY!

1. Schedule a 1 on 1 to discuss Lead & Business Strategy BEFORE buying any leads or making any sales calls.

PRINT: LEGACY GOAL CARD

BOOK HERE: SCHEDULE YOUR 1 ON 1

2. Create your log in to Integrity Lead Center through the HCMS Gateway.

3. Purchase your all-inclusive CRM here: REAL RELATIONSHIPS CRM

4. Sign up for Workspots (Lead discounts) Here: Workspots (workspotsapp.com)

5. Continuing going through Getting Geared Up SALES TRAINING & TOOLS and PRODUCT TRAINING & TOOLS

IMPORTANT: Once you at least have Americo, you are good to go! It is highly recommended that you go through the Demo E-App under “Sales Connection.” You will be prompted to log in a second time. Print up the Eagle Premier EP Health Quest. (Note: You have to create a SEPERATE login for Americo’s Agent Portal and their Sales Connection Portal)

NOTE: You will start receiving emails individually from each carrier. Save those emails. Save your agent writing numbers and

create logins for each one immediately. Some carriers require a 24hr waiting period after you've created your login before you can get access.

6. Get familiar with the Underwriting Tools, Guides, Quoting Tools, and Cheat Sheets found here: PRODUCT TRAINING & TOOLS

7. Make sure you've navigated through each carrier site a little to know where/how to get to their e-apps. But again Americo 1st.

8. Bookmark all carrier websites and quoting tools on your internet browser bar to keep all tools easily accessible to you.

9. If you have not already done so, be sure to bookmark Slack and add ALL CHANNELS. The channel “#underwriting-help” is where you will access the live underwriting genie. Revisit START HERE if necessary.

10. Sales must be submitted by the agent on a weekly basis by Thursday Nights at 11:59PM PST. This is important for monitoring compensations raises and promotions. Bookmark: SUBMIT WEEKLY SALES

You are now ready to help families... LET’S MAKE MONEY!!