5 Point Start-up Pathway

5 Point Start-up Pathway

As you accomplish each section, please follow the instructions to report your progress.

5 Point PDF Download

1. Lasting Mark™ Onboarding.

  • Submit your Lasting Mark™ onboarding packet ASAP.  Be sure to review all input for accuracy and attach required documents for EFT, E&O, AML.
  • Watch for your Link portal invitation, Register right away.
  • Join the Lasting Mark™ Slack Space.
  • Set reminders for Weekly Calls- see schedule HERE.

When you have completed these 4 tasks,
copy/paste this message to Tom Franklin in Slack:

I have submitted my Onboarding Packet with docs, and joined Slack

2. Carrier Contracting*.

*Medicare Agents should complete AHIP certification before carrier contracting.
  • Watch your inbox for your contracting overview from Lasting Mark™ - this message will list all the insurance carriers we have requested for you. Following soon will be your contracting emails from each carrier. Complete each of those ASAP.
  • If you have questions, send a DM in Slack to Tom Franklin
  • As your carrier welcome emails come in, immediately create your web portal logins and get familiar with each portal. Locate and get familiar with quoting tools and electronic applications.
  • Be sure to document your agent number and login details for each carrier.

3. Training

Final Expense Telesales

Access the curriculum at trustworthy.life/fecurriculum

Register for a Telesales Boot Camp!

  • See the Announcements channel in Slack for availability
  • Send your script recording in a Slack DM to Michael Hall & Tom Franklin
  • Participate in Script Workshop, Fridays 1-3PM EST. Register here: LINK

Medicare

Refer to the Medicare GO Plan

5. Deployment.

Your Leads

  • Purchase 4-10 Non-resident state licenses at NIPR.com. View license costs by state HERE
  • Place your initial lead order per current recommendations from leadership

When you have placed your lead order,
copy/paste this message to Tom Franklin in Slack:

I have placed my first lead order!

Your Workspace

  • Subscribe to the Trustworthy CRM.
  • Set up your workspace:
    Quiet and organized.
    Open E-apps & Quote Tools in browser tabs
    Printed Script & Health Questions at hand

When your workspace is ready,
copy/paste this message to Tom Franklin in Slack:

My workspace is Good To Go!
Top of Page ^

When you have completed this task,
copy/paste this message to Tom Franklin in Slack:

I have registered for a Boot Camp in [CITY]

When you have submitted all seven carriers,
copy/paste this message to Tom Franklin in Slack:

I have submitted all my carrier contracts
Top of Page ^