LICENSED AGENTS
Welcome to the Solidity Team!
The goal is to have you dialing in 1 week.
An Invite to Register for HCMS/Gateway was emailed to you.
*Submit contracting to 7 carriers:
Aetna, Americo, American Amicable, Corebridge, Mutual of Omaha , National Life Group and Transamerica.
Submit Contracting to Occidental only if you are Licensed in MA or NC.
*Contracting is submitted via Next Level Contracting (NLC).
To Access NLC: Log into the Gateway Agent Portal using the NLC link below
Hover over the 9 dots in the top right corner,
select the NLC and complete the steps required to submit contracting.
The AML Enrollment Code is AML500.
To Submit Contracting:
Login to Next Level Contracting (NLC) (Link above)
Click the Blue +
Click New Contracting
Submit Each Request Individually to all Available Carriers
The requested OTP (One Time Passcode) will be emailed to you for each carrier
Step 2: Submit Contracting
via Next Level Contracting (NLC)
Step 3: Register for SureLC
Watch Training Videos
The 1 Call Close Telesales Script is in the New Agent Fast Start Packet
this script will be used for your Release Presentation.
While waiting to get contracted begin plugging into the Zoom Virtual Office and Training Calls.
Step 5: Follow up with Carriers
Call the carriers within 5 business days of submitting your contracting to check on the status of your contracting.
The carrier can look up your contracting
by your Social Security Number.
Step 6: Final Preparation & Launch
1. Create Carrier Logins
-
Set up your login credentials for every carrier you are contracted with.
2. Create a Carrier Tracking Sheet
-
Create a Google Sheet to organize and track:
-
Carrier login information
-
Agent writing codes
-
Important carrier details and access information
-
3. Complete Practice Applications
-
Complete a practice application with:
-
Americo
-
Aetna
-
4. Create Your Schedule & Goals
-
Develop a consistent weekly work schedule.
-
Write out your short-term and long-term goals to establish clear expectations and accountability.
5. Connect with Your Manager/Upline to Schedule your Release Presentation
Release Presentation Requirements
Please have the following completed prior to your Release Presentation:
-
Write our your goals
-
Write our your schedule
-
Register for Goat Leads
Release Presentation Agenda
During your Release Presentation we will:
-
Review your goals
-
Review your weekly schedule
-
Go over the 1 Call Close Veteran Script
-
Discuss and purchase leads
Final Step: Get Ready to Dial
Once your Release Presentation is complete, you’ll be ready to dial live on Zoom inside the Virtual Office with the Team and begin serving clients.