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New Agent Resources – Ready, Set, Go!
This webinar provides a comprehensive onboarding overview for new agents, focusing on setting up for success, accelerating learning, and finding clients effectively, utilizing resources and tools available.
Ready: We will introduce your 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. Attendees will get a clear picture of how to pace their training and meet important milestones.
Go: The webinar will conclude with strategies for client acquisition, including a review of lead resources, ready-to-use marketing templates, and compliance best practices to ensure a confident and compliant start.