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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!

Step 1: Print the New Agent Checklist

Our carriers are our partners, that’s why we choose them carefully:

Client Logo
Client Logo
Client Logo
Client Logo

Step 2: Register for HCMS and Gateway Agent Portal

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An Invite to Register for HCMS/Gateway was emailed to you.

*Submit contracting to 7 carriers:

Aetna, Americo, Corebridge, Mutual of Omaha, ETHOS, Transamerica and American Amicable.

*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 Course Code is AML500.

 

To Submit Contracting:

Go to NLC 

Click the Blue +

Click New Contracting

Submit Each Request Individually to all 7 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

Step 5:  Complete Solidity Training Series

Take a Screenshot of the Team's Weekly Training Schedule

on your phone and save it to your favorites.

Review the Videos Below and Begin Practicing the 1 Call Close Script.

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. 

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Step 7: Final Steps

-Create your Carrier Logins for EVERY Carrier

-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
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!

© 2023 BY CREATIVE CORNER. PROUDLY CREATED WITH WIX.COM

fflsolidity@gmail.com   |  139 Billerica Road, Suite Annex, Chelmsford MA

139 Billerica Road, Suite Annex, 

Chelmsford, M

139 Billerica Road, Suite Annex, 

Chelmsf139

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