
AGENT ACADEMY
YOUR VIRTUAL MENTOR
Best training in the industry!
GET CONTRACTED
☐ Send manager(hiring@familyfirstlife1.com) full legal name (First, Middle, Last), best email, and phone number
- Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:
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Your HCMS Account setup link
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Your personalized link to SuranceBay - contracting request platform
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An invite link to Slack - our team communication tool
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A "Welcome To The Team" email to join our New Agent Training email series
☐ Need E&O Insurance?
- Select Option B
☐ Complete Your Contracting Requests In SuranceBay
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, Request Contracts for all of the carriers listed, and confirm they move to BGA status
- SuranceBay Statuses:
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Producer: Go back through and confirm your contract request
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BGA: Good Job, you have done it correctly and your contract has been sent to our home office
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Carrier: FFL home office has sent your contract to the carrier
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Discarded: Locate the reason, and email: hiring@familyfirstlife1.com for help
- Check your contracting request in SuranceBay on a daily basis for any notes on your requests
- SuranceBay Help: hiring@familyfirstlife1.com
☐ Complete Anti-Money Laundering (AML) Course
- This can be completed through LIMRA: HERE
- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE
☐ Follow up with each carrier in 5 business days after your Contract Request changed to "Carrier" Status
- Verify they have all your contracting paperwork and that there are no outstanding requirements
- Carrier contact info can be found: HERE
- Keep an eye on your email box for important messages and contracting confirmation from the carriers
- Make sure to look in your SPAM and Promotional folders of your email
☐ Request Aetna and American Amicable in your HCMS Account
- Log into your HCMS Account: HERE
- Go to "Requests" -->"Add Requests" --> Select "Add Carrier"