6 Step Training Program for New Agents

If you have your insurance license, start at STEP 1.

If you do not have your insurance license, skip STEP 1 until you have your license.

 

Get Organized:
We recommend you have two 1″ binders. One Training Binder and one Field Binder.
You will also need a field bag or backpack

STEP 1 – CONTRACTING (insurance license required)

Complete the 4 TASKS below to have your Contracting documents submitted to the carriers, full access to the Equis Agent Dashboard, and access to the Equis Lead System.

  1. Carrier Contracting Profile

    > Complete your Carrier Contracting Profile on the Equis Agent Dashboard. Myequisfinancial.com
    > Review info below for documents required to submit your profile
    > After you submit your Carrier Contracting Profile it will take 1-2 business days to be reviewed and approved.
    > You will receive a confirmation email when the Profile is approved.

  2. Surancebay Emails

    > Surancebay is the online system we use to transmit your contracting info to each carrier.
    > CLICK HERE to download the Carrier Contracting Check List.
    Text this document to your manager when Surancebay emails are complete.
    > You will receive an email through Surancebay to confirm each carrier contract. You must open and confirm each email.

  3. Guided Start-Up

    > You must complete the Guided Start-Up on the Equis Agent Dashboard to have full access to the Dashboard.
    > Equis is no longer supporting the Equis App for your phone, so do not download this. It will be removed from the Guided Start-Up soon.

  4. Request Access to Equis Lead System (OPT)

    > OPT is the software program used by Equis to manage our lead program.
    > After you have completed the Surancebay emails, and you have completed the Guided Start Up,
    you should request access to OPT.
    > Click Here to view the help article from Equis on requesting accessing to OPT
    > After you have received the “Verified” email from Equis, you are ready to start buying leads.

TIP – Start Selling Now!

  • You can start writing business as soon as you complete the Surancebay emails referenced above.
  • You do NOT need writing numbers from the carriers to submit business in most states.

Review the pre-appointment states with your manager.

Documents for your Contracting Profile

  • Copy of your insurance license
  • Copy of your drivers license
  • Voided check
  • REG-ED Anti-Money Laundering (AML) certificate.
    • Equis Financial REQUIRES Anti Money Laundering. We must have the RegEd AML only, no other AML will be accepted even if obtained recently. This is a free course for you, to get this deal you MUST use this link.
    • https://secure.reged.com/Login/vu/VirtualUniversity/EQUIS
    • Select  Opt out of CE credits option, this AML Course cannot be applied towards CE credits. Upon completing the course take a screenshot and upload to your Contracting Profile.
  • Errors & Omissions Insurance (E&O)
    • This insurance helps to protect against claims arising from the sale and servicing of insurance products.  E&O is not required to contract with most of our carriers but is highly recommended.
    • We recommend using the NAPA, National Association of Professional Agents.  You can access their information HERE and clicking on the Life & Health Agent E&O button.
    • Reminder: For any of the annuity carriers your E&O also needs additional coverage for fixed/indexed annuities.

STEP 2 – GOAL SETTING & SCHEDULE

Review this information with your manager 

  • Join The Equis Ignite GroupMe Page
  • Weekly Conference Call Schedule HERE
  • Attend a Equis Financial Business Overview Meeting (EBO) near you –
    Register for free from your Equis Financial DASHBOARD
  • Register for the next National Convention – Register from your Equis Financial DASHBOARD
  • Learn how to Earn Free Leads – Full Details HERE
  • To view your Commission Schedule: Go to your Equis agent dashboard, click on your name in the upper right corner, click on “My Profile”, then click on ER1, or your specific contract level, below your name on the left side.
  • To view the Promotional Guidelines, go to your Equis agent dashboard, click on “Training” on the left side navigation, then click on Agent Resources, then click on the document titled “The Equis System – Promotion & Bonus Guidelines”
  • Set Income Goals
  • Set Schedule

STEP 3 – GET YOUR BAG READY

A.) APPLICATION PRINTING: 

  • You must have your license and STEP 1 completed prior to having access to print applications.
    Skip to item (b) below if you do not have Step 1 completed.
  • Click Here for the Application Check List.  This is a list of applications to print and place in your bag. Print at least two copies of each application. Text the check list to your manager when completed.
  • To access the paper applications for printing:
    Go to the Equis Agent Dashboard, then go to “Training>>Carrier Resources>>Quick App Download”
  • Download Carriers Brochures and Sales materials from the following carriers. Click on  the Carrier logo below.

                  

B.) UNDERWRITING GRIDS:

Print and laminate OR place in clear sheet protectors and keep in your field binder.

C.)  PRODUCT TABLES: 

Print and laminate OR place in clear sheet protectors and keep in your field binder.

D.)  IN-HOME TOOLS: 

Print and laminate OR place in clear sheet protectors and keep in your field binder.

E.) NEEDS ANALYSIS WORKSHEET:  

Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.

F.) SET-UP NASSAU E-APPS:  

Click HERE to sign up for an account. Practice writing a Nassau app on yourself before using this in a home with a client. Until you receive your writing number you will type “pending” in the application.

STEP 4 – TECHNOLOGY

A.) CREATE A SHORTCUT TO THE RIVERCITYTRAININGHUB WEBSITE ON YOUR PHONE’S HOME SCREEN FOR QUICK ACCESS.

  • Not sure how to setup a Shortcut >> google “create shortcut on my phone” or visit your local cell phone retail store and ask for help.

B.) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOU PHONE’S HOME SCREEN.

STEP 5 – PHONE SCRIPTS

  • Bill Martin Training for dialing leads and booking appointments

    • Attend Bill Martin Live Dials training session – Every Friday 3pm EST
      The link for the live training is sent from Equis via email and text message.

Setting The Appointment

  • Lori Martin Mortgage Lead Appointment Setting

 

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