LICENSED AGENTS
Welcome to the Solidity Team!
The goal is to have licensed Agents on the phone in 1 week.
Let's begin putting that license to good use and protect families!
An Invite to Register for HCMS/Gateway was emailed to you.
*Submit contracting to 6 carriers:
Aetna, Americo, Corebridge, Mutual of Omaha, Transamerica and American Amicable.
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:
Go to NLC
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 3: Submit Contracting
via Next Level Contracting (NLC)
Step 4: Register for SureLC
The 1 Call Close Telesales Script is the script
that will be used for your Release Presentation.
Practice and print out the script above!
Step 6: Follow up with Carriers
Call the carriers within 3 business days of submitting your contracting to check on the status of your contracting.
The carrier can look up your Agent profile by your Social Security Number.
Step 7: Final Steps
-Create your Carrier Logins for EVERY Carrier
Create a Google Sheet
Log your carrier login information and Agent codes
for every carrier on the Google Sheet
-Do a Practice Application with Americo and Aetna
-Create a Schedule and Write Out Your Goals
-Connect with your Manager/Up-line to
-Prepare and Schedule your Release Presentation
Write out your Goals and Schedule
prior to the Release Presentation
Release Presentation Agenda:
-Go over your goals
-Go over your schedule
-Go over the 1 Call Close Telesales Script
- Purchase Leads
Once you've completed your Release Presentation get ready to
Dial live on Zoom in the Virtual Office with the Team!