Mile$tone Prep Program

​Phase 1 - Day 0

Complete these steps BEFORE your Day 1 Training

​Congratulations on Passing your State Exam!

Welcome to Day 0 of the Mile$tone Prep Program

  • Create a folder in your browser called USHA and bookmark the link below in it.

    You'll Click Here to access your live tracking sheet if you have not already. You'll work through this daily and it will be your responsibility to get these steps completed. With each step on the list, you can ask Cory ANY questions at all. Some steps will be self explanatory and some steps you will need to have one of us help you.

    There will be a column assigned to you and track your progress here, simply type the word "completed" in each row for the task you finished. You may skip around based on the list and task!

  • You are going to want to set up a new Gmail account. You'll use your first name then a period then HealthAdvisor. If your first name is taken you may want to use your last name if it is short or your first name and first letter of your last name.

    FirstName.HealthAdvisor@gmail.com

    ​(You may want to get a binder and a few tabs. This will allow you to keep your scripts organized.)​

    You will want to create "templates" for some emails that you will send on a regular basis such as a quote email or an approval email. Here is a YouTube video to help you set up templates in your Gmail. Click Here

  • **Every new agent should follow these steps to ensure a quick and efficient start on Day 1**

    Step 1: Fill out and submit the New Agent Request Form

    Enter in your Name

    Select Carson Rogers from the leader list

    Put your NEW Gmail email address

    Todays Date

    Yes Please add me for training

    Notes, do not fill out.

    Click Submit

    Click the link below to set up your iSales account

    New Agent Protocol Sheet

    Create a folder in your browser called LEADS and bookmark the link below in it.

    https://isalescrm.io/login

    Sign up

    Business Email will be your new GMAIL

    Select Yes to enroll for the free virtural training

    Set Up Code: There is NO setup code

    When you have this set up, Text your password for your iSales system to me. I'll get it all set up for you and ready to go for Training on Monday.

    After you set up the Lead Vendors in the New Agent Protocol sheet above, watch for an email coming from:

    Montague Admin OP <Montague.Admin@USHAdvisors.com>

    That will bring you to Step 4 below.

    What is a CRM?

    A CRM is the database in which you will run your leads through. These are the prospective clients ​that you will be reaching out to in order to see if they need your assistance finding health coverage. We use a program called iSalesCRM.

    ​

    This is how you MAKE MONEY! Be sure to save your receipt, this will be a tax deduction for you. You'll add Data Money when you are running low.

  • Bookmark the link below under your LEADS folder.

    https://montague.leadspedia.net/usha/login.php

    You will buy your leads from this platform. Our Region Leader Andy Montague will be giving you money each week to buy leads. You will receive BLC (Bonus Lead Credits for being active on discord, writing business and communicating with your leader.

    Click Here to access your leadsmall set up instructions

Daily Objectives & Goals....​

How long am I placed in Training/On-boarding?

  • 7-14 days

What criteria do I need to meet?​​

  • "Pipeline" 3 clients (daily) (Pipeline - This means you've established 2-way communication and are working to qualify and set an appt with them.)

  • Set 1 appointment (daily)

  • Recite the Presentation to leader by day 7

  • Attend evaluation meeting with leaders on day 7 & day 14

  • Keep a positive attitude

What if I fall short on any of the criteria?

  • Every day evaluate where you are. There are only 3 areas an agent can have a problem with in this business.

    • 1) Getting responses via text or getting through a phone script​

    • 2) Getting from a response to an appointment

    • 3) Getting an appointment held to an application

  • If you are having an issue at any time, the house is on fire as we like to say and you must talk to a leader immediately.

TIPS.....

  • 7am – 4pm shift
    CST (all 8am in the appropriate time zones)
    7am (8am EST): 50 actions
    8am (8am CST): 50 actions
    9am (8am MST): 50 actions
    10am (8am PST): 50 actions
    -it does depend on how many people you get on the phone but 200 dials before 11am should be the floor
    11am: Recap
    12pm: Your time
    1pm: Your time
    2pm: Your time
    3pm: Conference room training (reviewing a more broader picture, presentations, objections, competition)
    4pm: Where am I on my pipeline sheet?

  • Evening hours are so important!
    Do whatever you need to do midday to set yourself up for a better evening.  

  • Saturdays - you'll need to do at least 75-100 Calls anytime between 9am and 3pm those are the best hours to work. Saturdays are the best to just get your name out there, you may not have a lot of response but you'll be setting up response for Sunday and Monday.

  • Sunday - THE BEST DAY TO WORK! Do as many calls as you can - minimum 100, and if you want to see HUGE success in your business faster, do 200! Best time to work is ALL day. Especially from Noon to 7pm.

  • Important Note: In order to ensure access to the free leads that the company provides, your dial count needs to stay consistent with dials every day of the week, and you are allotted 2 Personal/Sick Days during your first 4 weeks if needed. And a total of 4 for your first 13 weeks.