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Step 1: Schedule a 1-on-1 with Your Manager
Connect with your manager to go over your game plan, set expectations, and review your training goals
Done with Step 1?
Step 3: Complete Sales Training
Learn the scripts, get your quoting tools ready, and practice your presentation before taking real calls
Access Underwriting GUide
Sign up for the Insurance Toolkits underwriting and quoting tool
Sign Up for Insurance ToolkitsPractice Roleplays
Run through your sales presentation out loud so you are completely prepared before taking real calls
Done with Step 3?
Step 4: Complete Carrier Training
Access Carrier Portals
Check your email for contracting welcome messages from each carrier to set up logins to the carrier portals. If you haven’t received an email or can’t find it, click the carriers button below to access carrier websites and phone numbers so you can reach out directly to the carriers
CarriersPractice e-apps
Done with Step 4?
Step 5: Have Sales Review With Manager
Submit Recording
Done with Step 5?
Step 7: Race to 10k
Done with Step 7?
Have Questions?
If you have any questions going through any of these steps, reach out to Wyatt Black (435) 314-9655