7 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.

 

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.
  • To access the paper applications for printing: CLICK HERE
  • PRINT 5 COPIES OF THE FOLLOWING APPLICATIONS FOR YOUR STATE:
    • Foresters Financial
      • ​Strong Foundation Term
      • Planright Final Expense WL
      • Smart UL
    • Columbian Life (CFG)
      • Safeshield Term (SIT)
      • Dignified Choice Final Expense WL
    • Americo
      • HMS App Pack
    • Great Western
      • Guaranteed Assurance GIWL App
  • 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 - QUOTING TOOLS

 

a.) CREATE A SHORTCUT TO THE https://www.unitrustleads.com/agent-dashboard/quoting-tools/  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.

 

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

(904) 297-2020 x102

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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