Work Hard….Study Hard….Be Teachable

 

More than just words if you want to be successful in any career these, are words to live by. We have created top notch training tools to help you on your journey…. Utilize these tools to help you accomplish your dreams.

  

 

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Starting your Career:

  •  [pdf_attachment file=”9″ name=”Probationary Training Period Schedule”]
  •  [pdf_attachment file=”10″ name=”Stepping Stones…building a career that last”]

Licensed Agents: Next Steps for fast start

  • Step 1: Complete steps in Welcome email
    • Complete Contracting requests and receive writing numbers
    • Update writing numbers in HCMS to make sure your pay is accurate
    • Complete Bootcamp
    • Buy Leads
    • Get 100 demos 
    • Plug in to all communications and stay on top of all the new things constantly being rolled out to help you grow
    • Treat your business as a business 

 

Non Licensed Agents: Steps for State License and Preparation:

Instructions:

  • Step 1:  Enroll and Schedule your exam date with Pearson Vue
    • Sign up for an account and pick facility and test date
    • Select a date early as many facilities are booked two weeks out
    • Select Exam code: InsTX-LAH05
    • Exam Name: General Lines – Life, Accident and Health (English)
  • Step 3: Study for the test
  • Step 4: Pass Exam and monitor your appointment

TDI processing dates for passed exams Licensed Agent Lookup with TDI Getting a Non-Residence license in another state

 

 


 

Training Videos

The Approach:

The Introduction and Building Rapport:

The Demonstration:

The Close and Answering Rebuttals:

 

Training Modules

 

  • [pdf_attachment file=”1″ name=”Mastering the Approach”]
  • [pdf_attachment file=”2″ name=”Mastering the Introduction and Building Rapport”]
  • [pdf_attachment file=”3″ name=”Mastering the Presentation for Cancer Care Plus”]
  • [pdf_attachment file=”4″ name=”Mastering the Close and Rebuttals to Objections”]

 

 

Training Audios

 
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B2B training audios

F.I.T. Training B2B 2016

       

Library of the Greats