Learn a new CRM
Submit my license to Joe for
Set up Discord
Set up my new agent email
Understand the differences between the public and private health insurance markets
Become fluent in Prospecting/Script
Learn how to qualify a client
Complete 400 dials/day
Lock down 1 transfer

Week 1 Goal: 1 Transfer This Week!

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Week 1: Let’s Get Started

Friday - Onboarding Day!

Welcome to your first day! Today is solely for setting up your business to be ready for Monday. You will set up your Agent email, Discord, your business and contract with us.
Monday - Week 1

You survived day 1! Today’s goals are to learn Product and Insurance 101. Follow the link below for Krystal’s Mindset/Planning Video

Health Insurance 101
Tuesday - Week 1

Now that you know how to prospect and the basics to Health Insurance, today we will dive into the meat and potatoes of it all. What even is a deductible?
Wednesday - Week 1

Now that we are fluent in Health Insurance, today we are going to put that knowledge to the test! Let’s go help people!
Thursday - Week 1

You have made it to day 5! woo! Today, we will learn about leads, how we invest and how we are paid!