<aside> 🚨 Discord Link: https://discord.gg/pYwBJa5q4S
There are different rooms for different activities - Our main room is where majority of our agents will be unmuted and presenting in 🗣️
</aside>
<aside> <img src="/icons/bookmark-outline_gray.svg" alt="/icons/bookmark-outline_gray.svg" width="40px" /> REMINDERS
📧 Actively check your insurance email for all your carrier information
As your carrier approvals come in, you should be saving all information into your copy of the Carrier Login Sheet
Agent Writing Number
Username and password
Agent portal links
Carrier phone number
<aside> 📎
Pro-Tip: Some carrier portals have an additional log in to get into their E-App
</aside>
<aside> 🌐
BE PROACTIVE ℹ️ Agent should call every pending carrier and check their approval status to expedite process
https://www.loom.com/share/fcc1d0a180d14d81abe1c6d4b91fedd6
<aside>
https://docs.google.com/document/d/1AZsM_2t8kVBsdXYMVFqLxYIuVzTSQV96nyha0_975eo/edit?usp=sharing
</aside>
<aside> ✅
E-App & Signatures Guides For Agent View ⬇️
- [ ] BOOKMARK THIS WEBSITE 📍
https://securelc.wixsite.com/eappguides
</aside>
Print this blank client inventory sheet so you can keep track of all important details:
https://drive.google.com/file/d/15x85i88L_GGerz_WQe-PBPiSfOcX_Fj7/view?usp=sharing
https://www.amazon.com/dp/B0B37KWLPK?ref=ppx_pop_mob_ap_share
https://www.amazon.com/dp/B0B37KWLPK?ref=ppx_pop_mob_ap_share
Carrier and product placement depends on the client’s age, health and other factors you find in your client inventory.