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New Agent Learning
Cross the Finish Line with Secured First Financial of Texas
Hello New Agent and or New Agent in Training to Be! We have put together some general trainings to help you build your understanding of products and important things to know to help you build a successful business. We know when you get started in your new insurance career you have the highest level of anxiety and the lowest level of knowledge. The best way to lower your anxiety is to increase your knowledge. Please watch the videos below to help increase your knowledge. If you are not licensed make sure to listen to the insurance test training audios to help understand insurance terms that will be on the test. Once you are licensed and have watched the video section, you will get access to the Training Center. Good Luck on your new career. We know you have it in you to be great!!!!!
Step 1 - Watch Welcome, Agent Success Guide, & Getting Started Videos
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Watch Welcome to the Team Message from Joel Fuessel (3:29)
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Watch Agent Success Guide Video (26:14)
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Review & Sign Agent Success Guide received from Zoho Sign
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Send a copy of insurance license or if not licensed, send a copy of you drivers license to AgentSupport@SFFtexas.com
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Watch Getting Started Video (34:50) (See Getting Started Doc to follow along with the video)
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Once you have completed these action items, please type your name in below and click the completed step 1 button. This will let your manager know.
Step 2 - Get Licensed
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Sign up for a life insurance training course at www.xcelsolutions.com. Use this coupon pdf to get the course for $39.95
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Once you have completed the training course you will need to register to take the test for your license. Xcelsolutions.com will have links to local testing facilities or at home testing registration.
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Once you pass your test, you will need to get fingerprinted. Xcelsolutions.com will have links to schedule a time to get fingerprinted at a facility near you. If you have problems passing your test, many agents like the The Insurance Exam Queen's training.
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Once you have completed the first 3 steps. You can apply for your license at www.NIPR.com
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Once you are licensed, email a copy to AgentSupport@SFFtexas.com and fill out your name and click the completed step button below to let your manager know. ​
Step 3 - Get Contracted with Insurance Companies
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Be on the lookout for an email from Reagan AI to start your contracting. Contracting can be confusing, you may want to schedule a time to go through this with your manager. You will start off with 5 companies and we will add more companies as you need them. You will start with the following 5 companies:
AIG/Corebridge
American Amicable
Foresters
Mutual of Omaha
Transamerica
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​When you start contracting you will want to go through the steps that Reagan AI will direct you to do. Once you go through the steps, your contracts will be sent to our contracting department for review. You will be required to do an Anti Money Laundering Course (AML) as part of your contracting. You can take a free AML course here.
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Once your contracts are reviewed, you will receive an email from Reagan AI to review your contracts. You will need to login to Reagan AI and go to your contracts and click through the steps with each insurance company and click submit. After you to this, your contracts will be sent to the insurance companies.
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Once you are contracted for a company, you will get a welcome email with your agent number and link to create an account. Save that email, agent, number, and create your account. This way you will have access to product trainings, quoting tools, and doing e-apps. Please fill out your name and click the completed step button below to let your manager know.
Step 4 - Watch the following Videos - Getting The Basics
Please fill out your name and click the completed step button below to let your manager know.
Step 5 - Create an Account on SFF Agents
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Go to the Login page on www.SFFagents.com and create an account.
Step 6 - Start Mortgage Protection Training with Setting the Appointment
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Once you are granted access, go to www.Sffagents.com/trainingcenter and select the Scripts & Forms tab and download and print the following forms in the Mortgage Protection box, use the forms when going through #2 below:
- MP Phone Script - Setting the Appointment
- MP Questionnaire
- Additional Health & Non Health Questions
- Common Medications
- Example - MP Form Mailed 1 -
Watch the following Videos in the mortgage protection section which are numbered with a yellow circle 1 through 7:
- Mortgage Protection Setting the Appointment
- Mortgage Protection Questionnaire
- Live Dials - Mortgage Protection Fresh MP Leads 12/08/2022
- Live Dials - Mortgage Protection Fresh MP Leads 04/03/2023
- Live Dails - MP 37-60 Months Aged Leads 12/07/2022
- Live Dials - MP 37-60 Months Aged Leads 12/09/2022
- Live Dials - MP 37-60 Months Aged Leads 12/15/2022 -
Once have Watch the videos email, text, or call your manager and let them know you are ready to set up a time to roll play the script. At this time your manager will get you set up with our different quoting tools (Insurance Tool Kit, My Advisor Cloud, Winflex)
Step 7 - Start Mortgage Protection Presentation Training
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Once your managers signs off on your setting the appointment script training, go to www.Sffagents.com/trainingcenter and select the Scripts & Forms tab and download and print the following form in the Mortgage Protection box, use the forms when going through #2 below:
- ​Virtual Presentation -
On the Training Center Page, go to the Mortgage Protection section and watch the Mortgage Protection Virtual Presentation which is numbered with a #8 in a yellow circle.
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On the Training Center Page, go to the Mortgage Protection section and watch video #9 Training - Insurance Tool Kit Quoter
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Complete the following account prep assignment using the insurance tool kit quoter
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Once you have watched this video and practiced your presentation, email, text, or call your manager and let them know you are ready to set up a time to roll play your presentation.
Step 8 - Learn Products & Watch Training
Go to the following carrier websites and learn about the following products and download materials:
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American Amicable
-Term Made Simple
-Home Protector
-Survivor Protector
-Security Protector
-Senior Choice -
​AIG/Corebridge
-GIWL
-SIWL​ -
Foresters
-Strong Foundation (non med)
-Smart UL -
Mutual of Omaha
-Term Life Express
-Indexed Universal Life Express
-Living Promise
-Children's Whole Life -
Transamerica
Trendsetter Super
Immediate Solutions WL (FE)​
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Please fill out your name and click the completed step button below to let your manager know.
Step 9a- Get Yourself Ready for Business
Congratulations! Your manager should have signed off on your presentation and will be working on getting you set up with starter leads and vendors to purchase additional leads.
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Look at the following agent websites for ideas on what information​ you want to put on your one page website. Then email your manager that information along with a profession picture of yourself.
www.SFFagents.com/jade
www.SFFagents.com/jack
www.SFFagents.com/joel -
Watch the following short video on the New Agent Approach (4:37). You can download the new agent approach script on www.SFFagents.com/trainingcenter in the scripts and forms section in the life insurance box. For more information on how to create leads without leads, watch the training on how to create leads without leads.
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If you haven't burned through your warm market, make a list of everyone you know and use the approach you learned from the video to contact them. When you have someone interested use the life insurance questionnaire found on the training center in the scripts and form section in the life insurance box
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Mail out the following New Agent Letter to your list.
Step 9b - Continuing Getting Yourself Ready for Business with Recommended Services
Watch the following videos and review the recommended services below to help you be ready for doing business. These services don't have to be set up now, but it will make things easier for you.
Step 9c - Review Recommended Services
The following services are recommending to get once your business established and in profit mode. The only service that you want to get sooner the later is the E&O insurance. If you have questions, please discuss with your manager.
Calendly for Appointment Scheduling
Use Calendly for your online meeting scheduling. Calendly will send out text and email reminder messages to your clients and will ask them to confirm. It will also link up with your calendar. The Standard Plan is the one you want, it is $12 a month plus tax. They offer a 14 day trail. To Get Calendly, click on the link below:
Calendly.com
Use Gsuite for your business email. It is hippa compliant. You also get business unlimited Google Meet meeting time. If you would like a SFFtexas.com email click here. If you want to set up a separate email address, click here.
E&O Insurance
Napa Benefits offers agent and agency E & O (Errors & Omissions) insurance. This insurance is required to write business with insurance companies. To see more information, go to Napa Benefits
LegalShield Legal Plans
LegalShield offers another layer of protection. You can get unlimited phone consultation about legal matters. If you are sued the plan offers prepaid trial defense hours. You can get document reviews and other services as part of the membership. To learn more go to www.LegalPlanInfo.com
Nextiva Phone Service
Nextiva provides a professional phone services. Our direct contact is Sam Weinstein. His direct number is: (602) 362-6182. He will get you set up with the best options and pricing for you. Fill out the Enrollment Form and Sam will contact you.
Please fill out your name and click the completed step button below to let your manager know.
Step 10 - Starting Working Your Leads
​Congratulations, you have completed your training! Now it is time to start calling your leads, setting appointments, making presentations, writing applications, and making money!. Remember you have been made to be great, you are talented, and you can do it! Don't forgot when you are calling, that someone is waiting for your call, and wants to buy mortgage protection/life insurance. You just have to find them. Don't forget to reach out to your manager for help! Good luck hunting!
SFFtexas Email Sign Up
To get set up with an SFFtexas.com email. Click on the paypal box to the right and set up your payment information. Then email:
agentsupport@SFFtexas.com to request an email to be set up for you. Allow 24 to 48 hours for your email to be ready to go.
Sign Up for SFFTX Email
1 month Free and $7 a month
Prior SFFtexas.com Email Auto Payment Set Up
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