1. FOUNDATION

If you’re here, it means you’re licensed and contracted with the Equis insurance carriers! Go through this training and you’ll be in the field protecting families and earning commissions before you know it.

 1a. New Agent Checklist

Download and organize all the files in Step 1 of our training:
Foundation Documents

 1b. Calculators and Applications

You can access all quote calculators here. You can access applications on your Equis dashboard under Carrier Resources on the left navigation.

If you’re face-to-face, download and print off  the most common applications so you have a backup in case of a technology glitch. These include:

  • Foresters Financial: Strong Foundation, Smart UL, PlanRight, Adv+ II
  • American Amicable (AmAm): Senior Choice, Home Protector
  • CFG (Columbian Financial Group): Dignified Choice (final expense), SafeShield term
  • Mutual of Omaha (MoO): Living Promise, Term Life Express

 1c. Set your Goals

If you haven’t yet, set some lofty goals that will push you out of your comfort zone. Use this Game Plan Calculator to help you build a specific plan and know where your numbers need to be. Once you have your numbers, set goals and share them with your manager. Post them where you’ll see them.

In case you need it, click below to download the Equis System and compensation plan.

Download Comp Plan

 1d. Plug into Education

Equis has created a TON of training and content in your training center, accessed in the lower right corner of your dashboard. 

Turn your driving time into learning time by plugging into several podcasts also available to keep you learning and growing:

  • Agents for Life is a weekly podcast with sales tips, stories, training and more
  • Good Life Podcast is put out by the Cornerstone Group (John Kight)
  • The Sylvester Team is hosted by Dick and Connie Sylvester and always has great training to improve your sales skills

 1e. Finances & Taxes

 Now that you’ve started your own business, it’s important that you set up your everything correctly and follow some sound financial and tax practices.

This training video is an interview with Preston Anderson, my own tax guy. He keeps me out of trouble and his advice will do the same for you.