Insurance Specialist - New Agent Training
NEW AGENT CHECKLIST
Complete The Steps Below...
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
“Like” the Lifetime Insurance Services Facebook Page
Visit ==> WWW.FACEBOOK.COM/LTINSURANCE
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.
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.
Fill out W-9
Go to the following web page to print off a w-9 form, sign, and email back to me.
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: email@example.com
Sign Producer Contract
Contract will be sent by email prior to 1st day.
Send us a picture
We will use this photo on your business cards, our website, as well as additional marketing materials.
START HERE - COMPLETE PRIOR TO 1ST DAY REVIEW THESE TABS & COMPLETE THE NECESSARY STEPS PRIOR TO YOUR 1ST DAY!
Welcome to Lifetime Insurance Services
Learn About Your Agent Compensation Plan
Agent Job Description
What are your job expectations?
All new agents need to review this checklist to ensure nothing is missed
Day 2 Training
Day 3 Training
Day 4 Training
Day 5 Training
Weeks 2-4 Training
Month 2 Training