PREP STEPS BEFORE THE LIVE BOOT CAMP

These are the steps to accomplish before you attend the boot camp session.  Whenever you see a direct URL link, that means that the link is probably a dynamic link where the document can be updated so you want to copy and save all those links for the future to always have acces to the latest version of that document

Make sure you are on the boot camp email list.  When you fill out the form, you will be sent a confirmation email verifying that you want to be part of this list.  It should arrive in less than a minute.  If you don't see it then check your spam - that's where you will find it. - click here.

Start Here

KNOCK THESE OUT FIRST

Sign up for the boot camp email blast list

• Make sure you're getting all boot camp related emails - click here

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Listen to agents booking appointments live

• Schedule time in your calendar to attend the live dialing session on Mondays and Thursdays from 9 am eastern to 9 pm eastern (choose whenever you want to listen in), to listen in on zoom to the featured agent doing live booking dials.  Here is the zoom link to use (make sure you are muted and dressed appropriately if you activate your camera):  https://zoom.us/j/9523038012 passcode is 2527

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Script​s

• Phone Scripts

  • TLP (telemarketed) Leads - Word​

  • How to ask the health questions - Word​

  • Intake form - Word​

  • Direct Mail and Social Media Leads - Word

• ATM PowerPoint for use during zoom/internet meetings or the in-home appointment - PPT  or  PDF

  • The Appointment Script - Word

  • About Me Template - PDF / Word​

  • How to add pictures to the about me slides - click here

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Products

HERE ARE THE INITIAL PRODUCTS WE WANT YOU TO START WITH

1)  Make sure you can get login on the http://arc.naaleads.com

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2)  Bookmark this website on your smartphone:

• http://alliancequoting.com

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3)  Product Guide Download:​

Main products to learn first.  Read through them.

• CFG Choice Whole Life Product Guide - click here

• CFG SafeShield Term Product Guide - click here

• Great Western Guaranteed Issue Whole Life - click here

• AIG Guaranteed Issue Whole Life - click here

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4)  Product Training can be found on the ARC (you will have to log in)

• CFG - click here

• Great Western - click here

• AIG - click here

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5)  Have your NAA Pin Number ready to use.  How to retrieve your Pin (video - click here):

1. Go to http://www.naaleads.com

2. Go to Carriers > Columbian Financial Group

3. Click on "Visit Agent Site" link on the right side of the page

4. The NAA Pin number box pops up

5. Then click on the "Need or forgot your NAA pin?" link

6. This directs you to the NAAContracting page where you click on the login button

7. Then the page comes up to enter your NAA number, click on text your  pin and enter your phone number and the CAPTCHA code and click on "Next"

8. If everything was entered correctly the page will say that they texted you your PIN

9. Wait about a minute or two and it should show up on your phone.

10. Write this pin somewhere, it will NEVER change

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6)  Be able to log into the CFG E-app for both the final expense and the term products:

• Here is a short video on how:  click here (Note: all the e-app access for all carriers now reside on the arc.naaleads.com website under the menu "My Business" > "E-Apps"

• Note the states that CFG is not available:  AK, ME, MS, MT, NY - you would use the Mutual of Omaha products instead: click here