New Agent Checklist Training Page » Lifetime Insurance Services

Insurance Specialist - New Agent Training

–Chinese Proverb

1

Update Facebook and LinkedIn Profiles

If you have a Facebook or Linkedin profile update it to show that you are now an Insurance Specialist with Lifetime Insurance Services
2

“Like” the Lifetime Insurance Services Facebook Page

Visit ==> WWW.FACEBOOK.COM/LTINSURANCE
3

Update Your Facebook Status

Post a facebook status update indicating that you have a new job as an insurance specialist and you can now help everyone with their auto, home, and life insurance needs.
4

Fill Out 10 Auto/Home Quote Sheets (See the Downloads Section Below)

Use the attached auto and home insurance quote sheets to gather info needed to quote your family & friends. You will need to fill out at least 10 of these with family and friends who are willing to let you run a quote for them. Once you have the quote sheets filled out we will run the quotes together in the office. It is much easier practicing on family & friends in the beginning.
5

Fill out W-9

Go to the following web page to print off a w-9 form, sign, and email back to me.
http://www.irs.gov/pub/irs-pdf/fw9.pdf
6

We need a copy of your insurance license(s). Life, Health, P&C

Email us over a copy of your insurance license(s) Email to: cs@lifetimeinsuranceservices.com
7

Sign Producer Contract

Contract will be sent by email prior to 1st day.
8

Send us a picture

We will use this photo on your business cards, our website, as well as additional marketing materials.