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.
Recommended Services
The following services are recommending to get once you 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
Insurance Exam Test Prep Course
The Insurance Exam Queen offers video training and more on what is covered on the test and how to pass it. This course is great if you are bad test taker or have a learning disability. Her course is $97. She has many You Tube videos too.
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.