Welcome to the Smith Master Agency training environment. This handbook is your step-by-step roadmap from onboarding to production and long-term leadership.

Pg 2: First Things To Do

• Bookmark agenttraining.info/handbook.
• Create a dedicated business email you will use for contracting and carrier communication.
• Follow this handbook in order. Do not edit handbook content.

Pg 3: Your Leadership

• Save leadership contacts and confirm your mentor/upline path.
• Know who to go to for: setup questions, production strategy, and accountability.

Master Agency Leader: Brad Smith
Baseshop Mentor (Training + Agent Development): Michael Vigil

Use the right resource at the right time. This prevents frustration and accelerates your results.

Operations Support (Systems + Onboarding)

• Use Ops/Admin support for contracting, logins, setup issues, and onboarding questions.
• If you get stuck, ask early. Don’t stall your momentum.

Mentor/Upline Support (Income + Strategy)

• Use your mentor for scripts, dialing prep, objections, appointment strategy, and 30/60/90 day goals.

Golden Rule: Ops helps you get set up. Mentors help you get paid.

Being plugged in early is one of the strongest predictors of success. Be close to the fire.

• Add weekly team training calls and the Daily Workroom Zoom link to your calendar.
• Attend at least one live workroom session this week.

Training reference: Basic Training: 10 Steps to Excellence

Licensing is your first test of discipline. Agents who move fast build momentum faster.

• Start (or continue) pre-licensing using Getting Licensed.
• Schedule your exam on Day 1 (or schedule it immediately if not already done).
• Complete fingerprints ASAP if your state requires it.

Expectation: 10–14 days. No dragging it out.

Live dialing rooms shorten your learning curve. Listen first. Then execute.

• Attend a live workroom/dialing session and take notes on script flow and tone.
• Ask at least one question during your team’s support window.

Training reference: Calling Leads

• Apply for your license via NIPR (follow Getting Licensed).
• Complete AML training and save your certificate.
• Purchase E&O and save your certificate.

Training reference: Contracting & Appointing

Your environment affects your performance. Set it up like you plan to win.

• Create a distraction-free workspace for dialing and appointments.
• Set up Zoom + your scheduling system for professional appointments.
• Take a clean professional headshot and submit per your agency process.

Training reference: Step 1: Systems

Once your onboarding is complete, you’ll have access to the tools that support contracting, quoting, applications, and tracking. For consistency, we route all tool instructions through AgentTraining.info.

• Follow onboarding steps provided by your mentor/upline and confirm access is active.
• Complete contracting setup using Contracting & Appointing.
• Confirm you can access your lead/CRM system and bookmark your daily logins.

Training references: Contracting & Appointing • Switchboard Funnel

Your first app removes fear and creates momentum. Clean submissions build confidence fast.

• Complete a practice application (often on yourself) to learn the e-app flow.
• Submit using the workflow taught in training and log it in your tracking process same day.

Training reference: Step 8: Writing an Application

Dialing is where momentum begins — but you do it with preparation and a plan.

• Complete core dialing preparation training and confirm your script.
• Schedule your Game Plan Meeting with your mentor/upline.
• Set clear 30/60/90-day goals and activity targets.

Training references: Calling Leads • Create a Plan

Protect your dialing ability and speed up appointments by staying compliant and organized.

• Register your dialing numbers to reduce “spam risk” flags.
• If you add a new state license, follow the internal process on AgentTraining.info and notify your mentor.

Training reference: Systems

This is where training becomes income. Prep hard. Execute clean. Submit correctly.

• Prepare 2–3 simple options (good/better/best) before each appointment.
• Run your presentation flow and screen-share setup before the appointment.
• Submit the app correctly and log it into your tracking process same day.

Training references: Preparing Options • Client Presentation • Submitting Business

Promotions are earned through production, consistency, and leadership behavior. Stay present, but build forward.

• Track weekly production and activity metrics. Review with mentor/upline.
• Continue daily personal development and training.
• When consistent in production, begin leadership and team-building resources.

Training reference: Building a Team

(Handbook reference: Pg 2 + Pg 16 + Pg 19–22)

• Create your dedicated business email (for example, firstname.lastname.insurance@…).
• Add a professional email signature using the example provided in your onboarding or team resources.
• Confirm you can access your core tools without issues (training hub, contracting process, CRM).
• Share your contact info with your mentor and confirm your primary communication method.