• 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.
• Set reminders for Weekly Calls- see schedule HERE.
• Join the Lasting Mark 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

Required Medicare + Fraud, Waste, and Abuse (MFWA) Online Course

• Register and complete the course at ahipmedicaretraining.com

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

I have completed my AHIP!!

• Watch your inbox for contracting Emails from Aetna, Anthem, Devoted, Heartland National, Humana, Physicians Mutual, United Health Care (UHC) & Wellcare. Complete each ASAP.
• If you have questions, send a DM in Slack to Tom Franklin

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

I have submitted all Medicare 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.

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

Selling Medicare 101

Access the curriculum at trustworthy.life/medicare101

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

I have completed Medicare 101

Leads - Seminars

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

I have scheduled a seminar and/or placed my first lead order!

Your Workspace

• Subscribe to the Trustworthy CRM.
• Set up your workspace:
  Quiet and organized.
  Scripts and Tools 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:

• 1
• 2
• 3
• 4