New Agent Online Training

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Course curriculum

1. XCEL Cost $49
2. Pearson Vue ($67)
3. Fingerprints GAPS ($53) - don't proceed until you have passed your test
4. Sircon ($120)
5. USHA Contracting ($95)
1. Mindset Krystal Roberts
2. Mindset with Will Trujillo
1. Expectations
2. New Agent Training Schedule (2pm) Monday - Thursday
3. Home Office Numbers
4. Slack (Team Group Chat)
5. EIN Set-up
1. Vanillasoft ($109 per month)
2. Vanillasoft (How to)
3. Marketplace (Lead Delivery System)
4. Crankwheel Set-up (Screen Share)
5. Investments
1. Runners Script
2. QUALIFYING QUESTIONS
3. Pipeline Tracker
1. first 90 seconds
2. overcoming objections with Taylor
3. Overcoming Objections with Jason
4. Overcoming Objections with Ronald
5. Overcoming Objections w/Brandon
6. Overcoming Objections with Danilo
7. Objection Master Script
8. Call Recordings
1. Underwriting with Eric Chelekis
2. Underwriting and Taken Rate with Summer
3. Simplification of Underwritten with Seth and Jason
4. Underwriting Guide for Secure Advantage
5. Underwriting Guide for Premier Advantage
6. Height/Weight Chart
7. Verification Call Example
1. Full Script
1. PA with Brian 42 mins
2. Explaining the Health Coverage Summary with Kevin 63 mins
3. PremierAdvantage Health Coverage Summary
4. PremierAdvantage Underwriting Guide
5. PremierAdvantage Application
6. PremierAdvantage Verification Call Script
7. Premier Advantage Dear Doctor Letter
1. Secure Advantage with Julie
2. Secure Advantage Joe Avena
3. Secure Advantage Perry
4. SecureAdvantage Health Coverage Summary
5. SecureAdvantage Underwriting Guide
6. Secure Advantage Application copy
7. SecureAdantage Verification Call Script
8. Dear Doctor Secure Advantage Letter final copy
1. HealthAccess Plus Video Training
2. HAGI PLUS with Garrett
3. HAGI 3
4. HealthAccess Dear Doctor Letter copy
5. HealthAccess 3 Coverage Summary
6. Health Access Plus 247doctor ABC MDLIVE 02062018 copy
7. HealthAccess Plus Verification Call Script
8. Health Access Insurance Application copy
9. Health Access Association Benefit Summary
1. Association Video
2. Association benefits summary
3. Medguard
4. Accident Protector
5. Life Protector
6. Income Protector
7. Dental Video/Brochure
8. Dental Brochure
9. Vision Video
10. Vision Brochure
11. Selling a Starter Pack (Full Supplemental Policy)
1. TextDrip and Chrome Extension ($39 per Month)
2. Textdrip Setup with James
3. Texting and follow ups
4. Texting Best Practices
1. ScreenShare Jason Blank (15mins)
2. ScreenShare with Cameron 19 mins
3. PA pitch with Carmeron 46 mins
4. PA pitch w/ Jay Moore 36 mins
5. PA pitch with RJ 33 mins
6. PA pitch w/ Perry 5 mins
7. Clear to Close Prep
1. Insurance 101
2. Google Drive Link (Extra Resources)
3. Vocabulary and Competition
4. Competition Cheat Sheet
5. State Map Time Zones
6. Purchasing New States
7. Non Resident State Costs
8. How to Build a Referral-Based Business with Parita Patel
9. Wolf of Wall Street - Straight Line Persuasion
1. After the Sale
2. New Client Email Template
1. Referral Program How tos
2. Dental & Vision Options

About this course

Free
95 lessons
24 hours of video content

Discover your potential, starting today

Enroll today

New Agent Online Training

Course curriculum

Licensing ($380)

Career Mindset

New Agent Onboarding (Complete with James)

Week 1 - Systems (Complete with James)

Week 1- Runners Program

Week 1- Objections

Week 1- Underwriting

Week 2- Full Script

Week 2- Premiere Advantage Product

Week 2 - Secure Advantage Product

Week 2 - HAGI Plus (Health Access Guarantee Insurability) Product

Week 2- Supplements/Association

Week 3- Texting and the Follow Up Process

Week 3 - Clear to Close Presentation

Week 4 - Advanced Training & Extra Resources

Week 4 - Customer Service (After the Sale)

Refferal Partners

About this course

Discover your potential, starting today