Road Map to Success

Checklist for All Licensed Agents

Click on Each Link Below and It will Take Directly to Where You Need to Go!

Join the FFL West Coast Email List

Download The Next Level + and FFL-Go App

1. Getting Plugged In

New Agent Fast Start Call

Join Our Facebook Page

Take a Look at the Weekly Call Schedule

Sign Up For Corporate Email Blast

Get on Telegram App

Call your Hiring Manager or Upline before moving forward to the next step.

2. Get Contracted with Carriers

You should have completed this when you followed the steps in the welcome email.

Call Hillary with contracting questions at 760-552-5146

3. Review and Role Play

Scripts

[ PRINT ALL SCRIPTS AND LISTEN TO ALL AUDIOS ]

Objection Handling Workbook

Phones and Appointment Booking

4. Leads and Booking Appointments

Vendor Resources

Cherry Pick in CRM Or Leads From Manager Might Be an Option if Available

Watch How to Use CRM Video

5. Preparation for Appointments

Quoting Software

Be your first customer and write a policy on yourself and family members. Familiarize yourself with how to quote. This will help you understand the application process and build your confidence. Remember you can't overcome an objection from a client not getting protection for their family if you haven't overcame it yourself. Americo is the company you will use the majority of the time, so write yourself a policy with them.

Appointment Prep

Underwriting Guides

Once on FFLGo.com, click Carrier Quotes and info, then select carrier, then click carrier guide.

Paper Applications for Your State

[ Print & Copy. Once your have writing number use E-APPS ]

Become Familiar with our Training Website

Call your upline before moving to the next step

6. In Home Training

In Home Audio - Listen to it Several Times

When Sitting In Home & Need Help: 1. Call Your Manager. 2. Contact New Agent Hotline 888-236-7402 3. Contact Adviser (link)

In Home Presentation

Call your upline before moving to the next step.

8 Steps - Financial Inventory

Financial Inventory - Final Expense

Financial Inventory - Mortgage Protection

8 Steps to Final Expense In Home PDF

7. Be a Student of the Business

Previously Recorded Conference Calls

Continue education while you gain experience selling

Family First Life West Coast

Phone: 800-218-8941

Office:
16209 Kamana Rd.
Apple Valley, CA 92307