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New Agent Starter Guide
As you accomplish each section, please follow the instructions
to report your progress.
1. Onboarding
- Review ORCA Life Welcome Email and complete all listed tasks
- Purchase E&O coverage and finish AML training
- Join the ORCA Group Me
2. Training
Phase 1: Initial Training
Access the curriculum at
https://moreliferesources.com/telesales-cirriculum
Phase 2: Ongoing Training
*Set reminders for coaching calls Monday through Thursday:
Mon: 9AM EST | Tues: 9AM EST | Wed: 9AM EST | Thurs: 9AM and 9:30AM EST
Monday 9AM EST: Attend ORCA Jumpstart
Tuesday 9AM EST: Attend the More Life Resources Jumpstart Call*
Wednesday 9AM EST: Attend ORCA Jumpstart; link sent in GroupMe
Thursday 9AM EST: Attend the More Life Resources Jumpstart Call*
Thursday 9:30AM EST: Attend the Leadership Academy Call
3. Carrier Contracting
- Watch your inbox for contracting emails from American Amicable,
American Home Life, Mutual of Omaha, and Corebridge Financial. Complete each ASAP.
- If you have questions, contact Brendan Slocumb
- As your carrier welcome emails come in, immediately create your web portal logins and
get familiar with the portals. Locate electronic applications and create those logins also.
- Be sure to document your agent number and login details for each carrier.
As your agent numbers come in, report them using THIS FORM
4. Getting Started
- Send your script recording to Brendan Slocumb
- Schedule a Script Workshop; Reach out to Brendan Slocumb to set up a time
Your Leads
- Purchase 4-10 non-resident state licenses at NIPR.com
- View license costs by state HERE
- Place your initial lead order per current recommendations from leadership
Your Workspace
- Set up your Savvy CRM account.
- Organize your workspace
- Save E-apps & Quote Tools in browser tabs
- Have Script & Health Questions readily available
5. The Proven Strategy
- Order 50 Fresh Leads every week
- Be present in the daily live zoom training calls
- Dial from 10-2 and 5-9 every day
- Submit a minimum of 5 applications per week, whether it takes 7 days or 3 days
Submit Your Carrier Agent ID Numbers:
Script Review with Brendan Slocumb
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