Verify NPN, identity, and profile.

Finish profile, AML certificate, E&O, banking, and signature.

Submit assigned carrier requests; confirm acceptance.

Record writing numbers and verify appointments.

Find announcements, daily check-ins, training library, and support tickets.

Sign in, locate assigned leads, update dispositions, and document notes.

Test calling, headset, voicemail, and lead workflow.

Confirm training links, schedule, and meeting expectations.

Protect client data, verify consent and follow approved procedures.

Purpose, needs analysis, and positioning.

Coverage goals, premiums, and basic suitability.

Understand when to escalate to a trained mentor.

Underwriting, product fit, and submission links by carrier.

Confirm appointment and license before soliciting business.

Review lead source, client details, and call plan.

Practice the approved introduction and disclosures.

Gather needs, explain options, and confirm understanding.

Handle common concerns without pressure or misrepresentation.

Practice accurate applications, beneficiary and draft-date verification.

Confirm next steps, delivery, and servicing expectations.

Attend kickoff, review expectations and roleplay.

Join live sessions, follow lead handling rules, and ask for help.

Track calls, presentations, applications, and submitted premium.

Have a qualified mentor review the first submission.

Submit measurable activity and blockers.

Confirm readiness, completed training, and outstanding support needs.

Approved talk tracks, follow-up texts, and client email templates.

Announcements, process changes, and product updates.

Understand issued-paid reporting and incentives.

Optional advanced track after production foundation.

Where to request help with underwriting, contracts, tech, or clients.