NEW AGENT CHECKLIST

  • Get Licensed

-If you have not been Licensed by your state follow the process: HERE

  • Get Contracted

-Fill out the New Agent Intake Form with your manager

-The manager will register you in our systems. You will receive 4 emails:

1. Your Reaganai Account setup link

2. Your personalized link to SuranceBay - contracting request platform

3. An invite link to Slack - our team communication tool

4. A "Welcome To The Team" email to join our New Agent Training email series

  • Get E&O Insurance

- If you don't know where you can purchase E&O: HERE

- Select Option B

  • Complete Your Contracting Requests In Reagan

- Make sure you watch the entire SuranceBay Overview Video and then get started.

- Create a New Profile withReaganai, Request Contracts for all of the carriers listed.

- SuranceBay Statuses:

• Producer: Go back through and confirm your contract request

• BGA: Good Job, you have done it correctly and your contract has been sent to our home office

• Carrier: Arize home office has sent your contract to the carrier

• Discarded: Locate the reason, and email: contracting@arizeagent.com for help

- Check your contracting request in SuranceBay on a daily basis for any notes on your requests

  • Complete Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- 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

  • While waiting for contracts. Make sure to complete Bootcamp

  • Book a time with your mentor to get a lead strategy in place

-Use Income Calculators to get goals set

-Recommended lead options can be found: HERE

  • Prepare for dial day:

-Get your mindset straight: Here

-Learn to get people to pick up: Here