Agent Fast Start

So...you've got your license, completed contracting

& finished bootcamp? Now what?

*Important*

If you haven’t completed licensing or contracting, click here

If you haven’t completed our new agent bootcamp, click here and complete before moving forward.

Watch video if you're a new agent

Fast Start Checklist

Schedule a one-on-one overview call with your manager

Have your manager add you to the Benzy Slack Channel

Create your account on the Turbo-text CRM (Promo: BENZY15)

Submit this short form to receive Benzy

automations directly to your Turbo-text account

Register an account for the lead portal (Required)

Purchase your self-employed leads (Pass:Benzy23$)

Study sales phone scripts here

Download Crank Wheel and watch this video to use it properly (optional)

Download this Canva presentation template for Crank Wheel

Watch this example presentation recording to learn how to sell All state

Watch this example presentation recording to learn how to sell America's Choice

Attend weekly Zoom huddle calls each Monday 8am pst/11pm est

Tune into SH Live Drilling on Zoom on M-F @ 9am pst/12 est

The Psychology of Selling Life Insurance

The Psychology Of Dialing the phones

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Servant Heart Financial LLC