Quick Tools
Tech Tools
Insurance Toolkit will help you match carriers to clients based on their age, underwriting and budget.
Reagan AI is our provided CRM for onboarding, sending contracting, tracking agency production, and more ..
You will need access code:
s6u-m695t
*do not change carrier settings
ChatGPT is a free AI tool that can converse and write like a human. Great for creating social media content.
Tech Tools
Insurance Toolkit will help you match carriers to clients based on their age, underwriting and budget.
Reagan AI is our CRM provided for onboarding, sending out contracting, tracking agency production, and more ..
*You will need Access Code: s6u-m695t (do not change carriers settings)
Resources
Onboarding
🏁New Agents Start Here
Complete Contracting (video tutorial)
Request Insurance Toolkit after you are contracted
*Onboarding Checklist
You're Contracted, What's Next? 🚀
1. Prepare Your Selling Devices 💻 - Get your devices ready for sales activities.
2. Organize Carrier Logins 🔐 - Bookmark e-application sites for easy access.
3. Assemble Your Presentation Binder 📁 - For field agents, put together your binder with our sales materials.
4. Bookmark Quote Calculators 🧮 - Keep tools for a quick quote at all times. REQUEST INSURANCE TOOLKIT HERE
5. Bookmark RIL Agent Portal 🌐 - Ensure easy access to your main work and training portal.
6. Learn through RIL Training Videos 🎥 - Watch videos in the portal to improve your insurance sales skills.
7. Start with Your Warm Market 🤝 - Practice selling to people you already know.
8. Invest in Leads & Practice 💼 - Buy leads and regularly grow your presentation skills. You can login and view lead inventory in your area.
9. Join Weekly Training Calls 📞 - Stay updated and learn from others in our weekly training sessions.
Keep it simple, stay organized, and continually improve. You're on your way to success! 🌟
Dispute a Vector
Start Mailer Lead Order
Forms & Resources
Adding & Contracting your LLC
First log back in to Surancebay and in section two “DBA Tab” select business entity
*Make sure you complete all the new requirements of LLC Tax ID number
-Attach all business licenses and banking information for the LLC
Lastly, make sure your upline/manager selects a change request with each of your carriers to agency from individual.
Commission Grid
*Insurance Quote Sheet
Non US Citizen Guidelines
*Policy Review Form
*preApplications
Reverse Address & Number Search
State License Fees
Recruiting
New Hire Process
Sending Out Contracting
Downline Agent Loyalty Check
Check to see if your downline has outside contracts HERE
Upline Lead Agreement
Final Expense
Login FEX University
Overcoming Objections
*Presentation Binder Setup
Mortgage Protection
Login MP University
Mortgage Payment Calculator
Overcoming Objections
*Quote Sheet
*Scripts (Field + Virtual)
Resources
Onboarding & Contracting
🏁New Agents Start Here
*Onboarding Checklist
You're Contracted, What's Next? 🚀
1. Prepare Your Selling Devices 💻 - Get your devices ready for sales activities.
2. Organize Carrier Logins 🔐 - Bookmark e-application sites for easy access.
3. Assemble Your Presentation Binder 📁 - For field agents, put together your binder with our sales materials.
4. Bookmark Quote Calculators 🧮 - Keep tools for a quick quote at all times. REQUEST INSURANCE TOOLKIT HERE
5. Bookmark RIL Agent Portal 🌐 - Ensure easy access to your main work and training portal.
6. Learn through RIL Training Videos 🎥 - Watch videos in the portal to improve your insurance sales skills.
7. Start with Your Warm Market 🤝 - Practice selling to people you already know.
8. Invest in Leads & Practice 💼 - Buy leads and regularly grow your presentation skills. You can login and view lead inventory in your area.
9. Join Weekly Training Calls 📞 - Stay updated and learn from others in our weekly training sessions.
Keep it simple, stay organized, and continually improve. You're on your way to success! 🌟
Dispute a Vector
Start Mailer Lead Order
Forms & Resources
Adding & Contracting your LLC
First log back in to Surancebay and in section two “DBA Tab” select business entity
*Make sure you complete all the new requirements of LLC Tax ID number
-Attach all business licenses and banking information for the LLC
Lastly, make sure your upline/manager selects a change request with each of your carriers to agency from individual.
Commission Grid
*Insurance Quote Sheet
Non US Citizen Guidelines
*Policy Review Form
*PreApplications
Reverse Address & Number Search
State License Fees
Recruiting Hub
New Hire Process
*Send Out Contracting
Downline Agent Loyalty Check
Check to see if your downline agents have outside contracts HERE
Upline Lead Agreement
Final Expense Hub
Overcoming Objections
*Presentation Binder Setup
Mortgage Protection Hub
Mortgage Payment Calculator
Overcoming Objections
Quote Sheet
