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.

Platform Download Info
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.

Dial Qualifying Template
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?

Health Insurance 101's
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 Hunt
Week 1 Day 5

You have made it to day 5! woo! Today, we will review common objections and refine your pre-qualifying pitch.

Pre Qualifying Template