Learn a new CRM
Submit a change request and access my NPN number
Set up Mattermost
Set up my new agent email
Understand the differences between the public and private health insurance markets
Become fluent in Prospecting
Learn how to qualify a client
Complete 200 dials/day
Lock down 1 transfer

Week 1 Goal: 1 Transfer This Week!

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Week 1: Let’s Get Started

Week 1 Day 1

Please utilize the button below to find relevant instructions to setting up Ringy, Gmail, and Mattermost. You will also find relevant resources and videos to view.

Day 1 Resources
Week 1 Day 2

You survived day 1! Today’s goals are to learn how to prospect. Follow the link below to locate your prospecting sheet and relevant information.

Day 2 Resources
Week 1 Day 3

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?

Day 3 Resources
Week 1 Day 4

Now that we are fluent in Health Insurance, today we are going to put that knowledge to the test! Follow the link below to access Health sherpa for your Health Sherpa Hunt. Ask a leader to help you create your affiliate link.

Health Sherpa
Week 1 Day 5

You have made it to day 5! woo! Your goal today is to complete 200 dials and 100 texts. Use your qualifying pitch template as a crutch when dialing, and complete this week 1 exit quiz! Open notes of course.

Training Resource Video