Pre-Licensing Reminders

• Pre-licensing is your first commitment test — treat it seriously.
• Momentum starts here. Do not drag this step out.
• Stay in communication with your mentor throughout the process.

Get into SureLC

• Once you have navigated a little through HQ, you will want to get into SureLC
• SureLC initiates contracting with our core carriers and is important to complete so they’re working on you on the back end while you’re learning in training. They give you writing numbers for eapps over the next few days once completed by you (aka the producer).
• Click the link in the Welcome email to Register your account for SureLC:
• Once you get Registered you will want to complete all the red and yellow notifications.
• Once that is complete you will go to the bottom left, under Contracting, click “Requests” and request all the Carriers it will allow you to request, 1 at a time, and answer all the questions.
• At the time of this being created there were 8 Carriers you need to request:

American Amicable

American General

Americo

Banner Quility

Fidelity & Guaranty

Foresters

Mutual of Omaha

SBLI

Get into OPT

• Once you are finished with SureLC, you will want to get into OPT.
• Link for Opt: https://v2.sfgcrm.com/#/login?returnUrl=%2Fhome
• Your credentials for OPT will be in the Welcome e-mail from Symmetry as well as in your Profile on HQ.
• You want to make sure you are getting logged in at least once a week, or you will be locked out.
• This is where you will get your leads and manage them as you start growing your book of business.
• Take a little time to navigate around OPT.

Taking your First Application on Yourself

• To kickstart some of the Carriers, we will want you to take a Mutual of Omaha Accidental Death Policy out on yourself.
• Link for a Video Training: How to submit your First Application on yourself: https://share.synthesia.io/6d215d56-bbbd-4090-91b5-eb6d1791453c
• Make sure you submit the Application to the Carrier, and to Opt.
• Use the Link to HQ and OPT from previous slides.

Continue Chris Leake’s Mortgage Protection Life Insurance Training

• Go through Mod 4: Understanding Mortgage Protection
• Go through Mod 5: Keys to Success
• Go through Mod 6: Principles of Sales
• Use link: https://training.theleakeagency.com/

If you haven’t already, complete SUMMIT/BASECAMP Training in Quility HQ

• It’s called basecamp and it’s in the little mountain icon on the top right of HQ
• This training has all the basics to get you started. Topics such as:
  • Core Carriers
  • How to underwrite
  • Leads information
  • Appointment setting
• Basecamp shouldn’t take more than a few hours total!
• You’ll go right to the mentor checkpoint at which point you should schedule time with your upline/mentor to chat about your goals and get to making money!
• NOTE: Basecamp and Chris Leake Mods has a few tiny differences, always defer to the Chris Leake System.(We don’t use the B.E.S.T script, we use Chris Leake’s, better results.) Also we do not use the Virtual Mentor, it is broken.

Writing numbers should start to be coming in now.

• Anytime a new carrier emails you with a new writing number, you will want to bookmark the link to their Agent portal and save their phone number in your phone with your writing numbers (See Example). You could also keep a spreadsheet with the Carriers and writing numbers.
• It is also important to remember you can access all of the Carriers through HQ on the top left.
• Here are a few of the first Carriers you will get, and the link to their agent portals:
  • American Amicable - https://www.americanamicable.com/v3/agentLogin.php
  • American General - https://live.cloud.api.aig.com/life/connext-security/public/login
  • Americo - https://account.americoagent.com/?returnUrl=https%3a%2f%2fportal.americoagent.com%2f
  • Banner Quility - https://login.lgamerica.com/login?signin=2602abb5c53614d0463d8d8e250a70ae
  • Fidelity & Guaranty - https://saleslink.fglife.com/?returnurl=%2FHome%2FHome
  • Foresters - https://myezbiz.foresters.com/
  • Mutual of Omaha - https://www3.mutualofomaha.com/OktaSpaRegistration/home
  • SBLI – https://www.sbliagent.com/agent/
• THESE ARE AGENT PORTALS, ASK YOUR MENTOR HOW YOU QUOTE WHEN THAT TIME COMES, OFTEN TIMES THE QUOTING TOOL AND APPLICATION IS A DIFFERENT LINK.

Continue Chris Leake’s Mortgage Protection Life Insurance Training.

• Go through Mod 7: Purchasing Leads
• Go through Mod 8: The Appointment-Setting Phone Call
• Go through Mod 9: Risk Assessment- What does the client qualify for?
• Go through Mod 13: Handling Objections
• Use link: https://training.theleakeagency.com/

Schedule Your Game Plan Meeting

• At this point you should be ready to write some business, tell your mentor you need to schedule a game plan meeting so you can start making some money.
• Click HERE for: Google Drive
• Use the links below to schedule a meeting with YOUR agency owner
  • Smith Baseshop Game Plan Meeting

Meeting with your Mentor and Agency Owner

• In the Game Plan Meeting this is what we are going to cover:
• Sales Scripts Dialing Getting 30 B3 Leads
• Personal Development Training
• Registering your Phone Number
• Are you all Set up?
• 30/60/90 Day Goals
• Your Plans at Symmetry
• Process to SET your first appointment
• Process HOW to Case Prep for First Appointment
• How to RUN your First Appointment
• Client Qualification Forms
• Activity Reports
• Questions and Answers
• 4 Cornerstones
  • How to get Promoted
  • Levels of Leadership
• https://www.agenttraining.info/create-a-plan

• Navigating HQ
• Plugging in – Top Symmetry meetings
• Setting up your browser and Navigating Carrier Websites
• How to get to SNA
• Support with buying leads
• Setting up a Google Voice number
• Phone Script practice
• The Client Qualification Form and what to focus on
• How to create an email signature
• How to load app into OPT & Airtable
• Activity report + counting what counts sheet
• Build chart and how to case prep
• Setting up Switchboard (when your Mentor/upline feels you’re ready)

REMEMBER, THIS IS ALL
ABOUT YOU. SO FEEL
FREE TO TEXT ME
TOPICS THAT YOU ARE
INTERESTED IN

Application on yourself – Your commission makes it a 60-80% discount for year 1

• Writing a policy on yourself/family member pays you “as earned” (monthly) instead of “in advance” ($ commission amount is divided by 12)
• After writing 1 application, you will get invited to Switchboard Funnel and be able to buy digital leads, with ability to automate scheduling
• Buy leads weekly
• Write $5,000 a week
• Get a running buddy – find a friend to get licensed and run with you a friend here!

• Activity report: use this to track your dials and appointments set
  • Dials: how many times you dial a number. Remember to TRIPLE dial!!
  • Contacts: how many people pick up the phone and you have a conversation with. If they hang up on you after a couple seconds, this does not count as a contact
  • Appointments: how many appointments you set. Appointments are at a time you have SCHEDULED with the client. Try not to set a general call back; set an actual specific time. Also try to set appointments no more than 48 hours in advance
• https://hq.quility.com/page/desired-income-calculator to help you calculate how much you should target to issue pay to reach a certain income goal
• For the agents who are already buying leads weekly, Counting what Counts sheet will tremendously help you and your upline understand what you’re doing well in and what you could use a little tweaking on. Symmetry is a numbers and metrics based business. You should be hitting certain metrics related to dials per hour, appointment setting rate, appointment closure rate. This sheet will help you track so your upline knows how to help you be more successful! I’ll lead a training session on this in the future

Most importantly, don’t be afraid to reach out. To me, to your uplines. We are here to help you. Don’t be a stranger!!

What is a running buddy?

• Someone with same beliefs and goals
• Someone on the same level as you
• Accountability partner
• Someone you can run along with and push each other to grown
• In this culture and community there's always chance to touch elbows with others who are in a similar spot as you are

" To have a running buddy that is at the same pace as you not someone you're trying to pull along"

" We work for ourselves, but not by ourselves "

Sites to Register Phone Numbers With

• Verizon: https://voicespamfeedback.com/vsf/
• AT&T: https://hiyahelp.zendesk.com/hc/en-us/requests/new?ticket_form_id=824667 (Hiya)
• T-Mobile/Sprint: https://portal.firstorion.com/app/landing/#/signup (First Orion)
• Sprint, Verizon, U.S. Cellular, Comcast, Charter, Cox, Altice and other fixed line (VoIP) providers: https://reportarobocall.com/ (TNS)
• https://www.freecallerregistry.com/ (potentially superfluous, pushes to Hiya, First Orion, and TNS)

Phone Numbers to Consider Registering

• Make Caller ID say “Wireless Caller”
• Switchboard Funnel Twilio
• Google Voice Dialing #
• Ninja Dialer and Other Auto Dialer Numbers
• Main Business Line
• Personal Cell

Form Field Info Service Provider: Twilio (if Switchboard), Google Voice, etc. Call

Purpose: Multi-Use (if available) or Financial Service

Description/Further Info: This number is used to call clients who have filled out a form and submitted it to us requesting a life insurance quote. We do NOT cold call AT ALL. Customers have indicated that the number is currently flagged "Spam Risk".

Important Notes

• Most carriers take about 3–5 business days to process your license and get appointed, so please make sure you are appointed with that carrier before writing applications!
• Note
• Foresters, Am/Am, MOO, and Americo are Just In Time carriers meaning you do not need to have a writing number before writing, submitting your license to them will speed up the process.

MAKE SURE YOU WORK ON YOURSELF ALONG WITH YOUR BUSINESS.
EMBRACE THE HARDSHIPS AND CELEBRATE THE SUCCESSES!

Know your numbers!

• Keep this simple.
• Look forward but stay in the present.
• Promotions are based on your production, your agencies production, and what you want.

Our lead Strategy....

• When you start dialing buy 100- MIG and 50 MIF leads. This will get you comfortable on the phones and with the scripts, make about 3-4 passes with these
• Now you're read to scale up to MIE or MID leads. It is a good idea to put in a Standing Lead Order (SLO) for Bonus Leads
• After you have a couple of sales under you, now it's time to scale up to the A Leads! A Standing lead order is recommended with these!
• After you are seasoned with the Mortgage Protection leads we will introduce you to some digital leads
• After you write 1 application you will have access to Switchboard, once you're in there you will want to complete the new agent training and do an onboarding call.
• Reach out to your mentor if you have questions about leads or when to scale up!