7 STEP TRAINING PROGRAM FOR NEW AGENTS



​​NEW AGENT ORIENTATION CALL
EVERY THURSDAY 7:30pm Eastern
DIAL (319) 527-3134 no code needed

CLICK HERE TO VIEW AND PRINT THE AGENT CHECKLIST FOR THE CALL

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.

 

General Information 

  • Standing Lead Orders - How to place a Standing Lead Order (click here)
  • Lead Matrix - Learn how to generate 10 Appointments with each lead type (click here)
  • Schedule - Learn how to set and manage a productive schedule (click here)
  • Income Calculator - MICROSOFT EXCEL ONLY -Use this tool to calculate your activity level to generate your target Income (CLICK HERE) Download the Excel file from dropbox after you click the link

 

 

STEP 1 - CONTRACTING (Insurance License Required)

Complete the 4 TASKS below to have your Contracting documents submitted to the carriers, full access to the UniTrust Financial Group Lead System.
  1. Carrier Contracting Profile
    > ​​​Download, print and complete the Carrier Contracting Profile document.
    > Please read the section below "Documents for your Contracting Profile"
    > After completion, email all documents in PDF format back to your hiring manager.
    > It must be ONE PDF document. Do not send individual PDF pages.

     
  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. Request Access to UniTrust 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. > After you have received the "Verified" email from Equis, you are ready to start buying leads.  Send an email to Jason Pallas jpallas@unitrustagency.com and cc your manager to request access to the UniTrust lead system.

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 UniTrust Crew App by clicking HERE
  • Print the weekly conference call schedule found in the new agent checklist at the top of the page
  • Register for the next National Convention HERE
  • Register for the nearest Equis Training Camp HERE
  • To view your Commission Schedule and Promotion Guidelines: Click HERE 
  • Set Income Goals
  • Set Schedule​ - Print the Activity Tracker HERE and hole punch and bind 12 copies for your first 12 weeks

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: CLICK HERE
  • Print The 10 Point Presentations for the carriers and place in your field binder: CLICK HERE
b.) UNDERWRITING GRIDS: Print in COLOR and laminate OR place in clear sheet protectors and keep in your field binder.
c.)  IN-HOME TOOLS: Print in COLOR 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.

STEP 4 - TECHNOLOGY

 

a.) CREATE A SHORTCUT TO THE www.unitrustleads.com 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

CREATE SHORTCUTS ON YOUR PHONE'S HOME SCREEN.

STEP 5 - PURCHASE LEADS

 

Once you receive your "GOOD-TO-GO"  Email from Equis Contracting, send an email to Jason Pallas at JPallas@unitrustagency.com for access to the leads system.  GOOD-TO-GO means just that.  You don't have to wait for carrier appointments to come thru to start submitting business.  Write "pending agent" as the agent number for all apps you submit.

 

  • CLICK HERE for the Income Calculator to determine how many leads you should purchase each week
  • CLICK HERE to print the UniTrust FG Lead Matrix and description of leads
  • CLICK HERE to print a Standing Lead Order Form (A Leads Require SLO Form)
  • Counsel with your manager on your first 4 lead purchases and strategy

 

For Any Questions about the UniTrust Lead Program contact:

 

Jason Pallas

Leads Manager

(336) 792-4200

jpallas@unitrustagency.com

 

STEP 6 - PHONE SCRIPTS

  • Sample Lead - CLICK HERE to download sample leads.
  • Dialing Tracker and Schedule
  • Phone Scripts​ ​
    • CLICK HERE TO PRINT PHONE SCRIPTS 
    • CLICK HERE to go to the phone training page and print the "UniTrust OH By the Way" form.
      • ​This is used to collect health info so we can help you strategize the case before you go

 

  • Live Dials with Pete Beckman (click here)
  • Sample of letter mailed out to homeowner (click here)​​
  • Sample recording from when a homeowner calls in (click here)​​

 

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.
  • View archived Bill Martin webinars HERE 

STEP 7 - IN-HOME PRESENTATION

 

CLICK HERE TO ACCESS THE IN-HOME TRAINING PAGE

 

 

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