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  • More
    • Home
    • Agents
      • New Agents
      • Weekly Calendar
      • Quote Calculators
      • Carrier E-App
    • Opportunity
    • Incentives
    • Apply Today
    • Health Matching Account
  • Home
  • Agents
  • Opportunity
  • Incentives
  • Apply Today
  • Health Matching Account

New Agents get started

Step 1

Step 1

Step 1

Initial Registration - (Only if you did NOT fill this out initially)

Register Now

Step 2

Step 1

Step 1

Get Licensed (Skip if your licensed Already)

Start Licensing

Once You Are Licensed

Once  you are licensed, download the guide below FIRST, then continue with the steps in the Licensed Agents Section below.

New Licensed Agents Procedures (pdf)Download

Licensed Agents Continue

Step 3

Step 3

Step 3

Anti-Money Laundering Training (AML) - Follow Instructions Closely!

Complete Training

Step 4

Step 3

Step 3

Apply for E&O Coverage to protect you when you are conducting business as a professional agent!

Get E&O Here

Step 5

Step 5

Step 5

Initial Sales Training - NOTE: Pass each quiz with 100% before moving to the next section.  Send a screen shot of the score to your manager.

Begin Here

Step 6

Step 5

Step 5

Virtual Sales Training - Once you pass the   basic training with all 100%, then you need to click on "Training Center" from your Equis Dashboard.  At the very top, click on "Virtual Training Platform".  Then you will see "Click here to begin start-up program" under New Virtual Agents Start here.  Watch ALL videos and once complete, you are ready to sell and start jumping on the daily coaching calls every morning at 10am Eastern!

Get Ready!

Important Doc's

Lead Program & Pricing (pdf)Download
IN-Home Presentation Guideline (pdf)Download
MP In-Home Presentation Flip Chart (pdf)Download
MP In-Home Presentation Script (pdf)Download
MP Basic Phone Script (pdf)Download
Virtual Phone Script MP (pdf)Download
MP Needs Analysis (pdf)Download
Internet Life Lead Virtual Script (pdf)Download
C&D Older Lead Script - Virtual (pdf)Download
C&D Older Lead Script In-Person (pdf)Download
MP Value of Mortgage Protection (pdf)Download

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