Helping Insurance Agents Excel
The goal of this website it to provide resources to help you succeed. We provide information from team member/staff handbooks, to how to sign payroll services and what to look for in a CPA, this is your tool to help you in the right direction – SUCCESS!
We also offer videos to guide you on how to use these resources. And one step further, we offer weekly coaching to you to ensure success, especially for the first five years. These tools have helped new agents qualify for Chairman's Circle plus $50K Scorecard Bonus their second year.
We get you on the right path!
Services
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Have a successful first 90 Days
Checklist with accountability
Successful onboarding of new team members
Staff Handbook
Day In Life
Marketing
Commission Structure
Understand promotions and commission in simple terms
Chargebacks – how to outwrite them
The importance of Taxes and a good CPA
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Weekly accountability
On-hands training the first week to implement processes with you and the team
Create binders and processes that will help you create a plug and play
Daily motivation
Do not make your highs to high or lows to low
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Templates to cover everything:
Service Transactions
Onboarding New Clients
Policy Reviews
Job Descriptions and how to implement
ILP Processes and step by step implementation
Recruiting processes and advocacy
Reports: How and when to use them
Hot tips from Top Agents
About Us
Click below to learn more about the team that brings you a wealth of knowledge through exceptional training experience.
Pricing
Subscription based with a 3-month commitment recurring payments.
Starter
$199/Month
Instructional New Agent Training
Access to Online Dashboard
Email Support
Contact Us
Have any questions regarding the New Agent Resource Guide?
Click below to contact us.