<aside> 👾

Log Into Our Virtual Office Every Day 💻

Being plugged into the virtual office is a key part of your training, development, and success.

1. Attend Daily Huddle
   • Monday through Thursday at 7:30 AM PST on Zoom
   • Come ready to learn, take notes, and participate.
2. Get Active on Discord
   • Shadow live client calls to hear real conversations and learn from active agents.
   • Get comfortable navigating Discord before you begin dialing.
   • Download the Discord desktop app on your computer.
   • Learn how to adjust your audio settings, mute/unmute, and share your screen.
   • Make sure your computer software and Discord app are up to date to prevent lagging or technical issues.

The goal is simple: be plugged in daily. The more calls you hear and the more comfortable you are in the virtual office, the faster you’ll learn.

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<aside> <img src="/icons/bookmark-outline_gray.svg" alt="/icons/bookmark-outline_gray.svg" width="40px" /> REMINDERS

Log in ALL the way to each Carrier Portal 💻

📧 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

  1. Bookmark each carrier link to your laptop
  2. Log into each carrier portal all the way through
  3. Pull up each E-App within portal
  4. Get familiar with websites </aside>

</aside>

<aside> 🌐

Carrier Contact Information

BE PROACTIVE ℹ️ Agent should call every pending carrier and check their approval status to expedite process of contracts coming in

https://www.paradigm-resources.com/

</aside>

Organize your computer tabs for efficiency ⚡️

https://www.loom.com/share/fcc1d0a180d14d81abe1c6d4b91fedd6

<aside>

Whole Life & IUL Carrier Order of Operation ☑️

• [ ] Study and save this document 📍

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>

Optional: Order on Amazon: Client Inventory Booklet 📖

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.

Master Giving a CLIENT REPORT to your Manager ⬇️

It is imperative that you do a thorough job gathering a Client Report to find the right carrier.

Example of CLIENT REPORT:

Age + gender:

Tobacco status:

Height + weight:

Payment method:

Health Conditions (most severe → least severe):

Goal (burial or cremation):

Monthly leftover:

Existing coverage if applicable:

What to do with your Client Report: