• Submit your Impact onboarding packet ASAP.
• Be sure to review all input for accuracy and attach required documents for EFT, E&O, AML.
• Set reminders for Weekly Calls- see schedule HERE.
• Join the Impact Slack Space.

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

• Watch your inbox for contracting Emails from American Amicable, Americo, American General/Corebridge, Aetna/Accendo, Gerber Life, National Life Group & Mutual of Omaha. Complete each ASAP.
• Watch for your Impact Link invitation, Register right away.
• If you have questions, send a DM in Slack to Tom Franklin

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

I have submitted all seven carrier contracts

• As your carrier welcome emails come in, immediately create your web portal logins and get familiar with the portals. Locate electronic applications and create those logins also.
• Be sure to document your agent number and login details for each carrier.

As your agent numbers come in, report them using THIS FORM.

Telesales 101

Access the curriculum at trustworthy.life/fecurriculum

1. Download & print the script; watch the video content on this page; read through the script several times to become familiar with the flow.
2. Monday 9am EDT: Attend Trustworthy Kick-off in the 24/7 Zoom
3. Monday 930am EDT: Attend the Impact Launch Call
4. Tuesday 11am-noon EDT: Attend Welcome to Trustworthy & Intro to Telesales*
5. Wednesday 11am-noon EDT: Attend Introduction to Underwriting & Closing & Telesales Readiness*
6. Thursday 1030-1130am EDT: Attend Life Insurance Academy Call

* in 24/7 Zoom Breakout Room

Register for a Telesales Boot Camp!

• See the Announcements channel in Slack for availability

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

I have registered for a Boot Camp in [CITY]

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

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

• Set up your Ring Central account or CRM.
• Set up your workspace:
  Quiet and organized.
  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!

The Proven Strategy:

• 50 Fresh Leads every week
• Be Present in the Live Zoom daily following the Coaching Calls
• Dial from 10-2 and 5-9 every day
• Submit minimum of 5 applications per week, whether it takes 7 days or 3 days