Agent Resources

Join 24/7 Live Zoom

Weekly Call Schedule

CRM Setup

Log-in to the CRM after subscribing
In the left sidebar click >> Agency Info
Scroll down past the Leaderboard
Click [Get Started With Your CRM]
Watch Module 1 video and follow the instructions to set up your profile, cannect your calendar, and purchase at least one phone number

Make sure to schedule your CRM onboarding call!

Read the A2P Registration Basics & FAQ below and make sure to start that process.

A2P Registration Basics & FAQ

Watch Intro Meeting Replay

Lasting Mark™ Link Portal

Carrier Sites:

AETNA/ACCENDO

AMerican AMicable

AIG/Corebridge

Americo

Foresters

Gerber

Liberty Bankers

MOO

National Life Group

Transamerica

AmAm Tools

Insurance Toolkit

USER: toolkit2025@trustworthy.life
PW: TKt@2025

Please do not make any changes to login info*

Leads:

Trustworthy Leads Portal

Register Here

Watch Intro Video

CABOOM Leads

Discount Codes:
Mike50 - $4 off, min: 50 leads, 4 states
Mike75 - $4.50 off, min: 75 leads, 5 states
Mike100 - $5 off, min: 100 leads, 6 states

Must order directly from the CABoom website: caboomleads.com
Do not call in to a sales rep, we get these leads nearly at cost. If you have any questions please reach out to Mike in Slack.

BUSINESS IN A BOX

FE Leads $17; CRM $97/mo; CRM + SparkyBot $197/mo; Discounted OverRun Leads

All Calls - Inbound

Inbound calls for Medicare, Final Expense and more.

View the intro call at trustworthy.life/allcalls/

Lasting Mark™ Lead Center

Aged Lead Store

MailCo

Speakeasy Leads

Leadrilla

FE Sales Leads

Victory Marketing

Documents:

O

New Agent Onboarding

The Onboarding process is simple, and prepares you for contracting with the insurance carriers.

You'll need to complete Anti-Money Laundering Training* and purchase Errors and Omissions coverage - use the links below, be sure to save PDF certificates/screenshots.

You will also need a Void Check or Bank EFT Form PDF for your commission deposits.

Watch for your "Lasting Mark Contracting Step 1- Onboarding Packet" email, it contains the link to complete your onboarding details and upload the documents.

Any documents not uploaded directly can be emailed to contracts@impactlegacygroup.com

Errors & Omissions (E&O)

Lasting Mark™ Slack Invitation

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New Agent Contracting

Once your Onboarding Packet form is submitted, watch your email Inbox for Carrier Contracting requests. Many of them come from SureLC, some directly from insurance carriers or other contracting services.

Please complete each request ASAP upon receiving them (they each typically take just minutes).

Also watch your Inbox for your Impact Link and Slack invitations, and complete those sign-ups right away also.

Important! As you receive each carrier writing number, be sure to reach out to their contracting/commissions department and request appointment in each state you are licensed in. See carrier contact directory above.

Trustworthy 5 Step STArt-Up Pathway

LASTING MARK ™ Contracting Made Simple

Final Expense GO Plan

Medicare GO Plan

Lasting Mark ™ Comp Grids

Carrier Contracting Guides & Contact Info

State License Costs

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