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

    • 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

    • 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

    • 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.