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New Agent Resources – Ready, Set, Go!

This webinar will provide a comprehensive onboarding overview for new agents, focusing on setting up for success, accelerating learning, and finding clients effectively utilizing the resources and tools available.
Ready:
We will introduce our dedicated support team and walk through the steps to complete carrier contracting and activate key resources, including quoting tools. The session will cover essential tools like the New Agent Checklist, Time Blocking Schedule, and the New Agent Planning Guide to help agents organize and prioritize their launch activities.
Set:
We will highlight the week-by-week learning schedule and key certification deadlines. You’ll have a clear picture of how to pace your training and meet important milestones.
Go:
The webinar will conclude with strategies for client acquisition, including a review of lead sources, ready-to-use marketing templates, and compliance best practices to ensure a confident and compliant start.
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