LOTS TO DO… LETS TAKE IT STEP BY STEP
GFG was founded and developed by agents FOR agents! We have transitioned our company over the years to focus on organic sales growth and committed to independent agents.
Welcome to the team.
Remember communication will be through text chat or TEAMS chat. If you ever feel stuck. Dont hesitate to reach out.
LETS START with the simple steps and let us know what you need help with along the way.
MAKING money fast requires speed!
Create and fill your CALENDAR with business activities. Your carrier contracts will be approved in 7-10 BUSINESS days but DON’T WAIT!
Start the following activities.
ORDER your 1st set of leads
WITH Your Upline’s help and
start dialing to set your 1st appointment. Perfect time to learn your Phone Script, Objections Handling and the Presentation.
STUDY, ask questions & get in motion as fast as you can!
IMPORTANT
NEXT STEPS
WRITE 3-5 applications over the next 5 days. We can write Mutual of Omaha paper apps to start. THIS IS YOUR, 1st GOAL! Who do you know that needs coverage? A policy review. We can most likely put them in a better product.
Step 1:
Write a personal app- MOO paper app- they will put your appointment to the front of the line.
YOU NEED COVERAGE - We will send them to you. just ask.
STEP 2:
Write applications on your warm market- Friends & Family
YOUR LOVED ONES NEED COVERAGE!
Step 3:
Write apps on clients from leads.
Let’s get a Lead order in asap - ETHOS, V1-3, and TLG2-5
YOUR CLIENTS NEED COVERAGE!
You can make sales and write applications immediately
even if your carrier appointments have not arrived. Mutual of Omaha is a “JUST IN TIME” carrier. It will appoint you faster upon submitting your 1st App.
(Except in Pennsylvania)
Make YOU your 1st client.
Write an app on yourself. Ask your upline for guidance.
The following carriers should have already been requested:
Foresters
Transamerica
CVS
Mutual of Omaha (MOO)
AIG
American Amicable
You should receive an EMAIL appointment approval notification
over the next 7-10 business days.
When received, familiarize yourself with the websites & products and access ALL of their E-Apps.
PRACTICE PRACTICE PRACTICE
MICROSOFT TEAMS is our education and communication platforms. When you sign in to
Teams look for these groups first as they impact your 1st days the most!
GO AHEAD AND JOIN EACH LINK
GT Agency:
GT agency chat
Pack Agency:
Pack agency reporting thread :
(Your) Upline chat
Community
INVITE LINKS - set up a Microsoft account.
Click through each link and get into Each community.
TLG Carriers
https://teams.live.com/l/community/FAAE_fSV2GbuUzgugM?v=g1
https://teams.live.com/l/community/FAASX0Ak4wjDRWbeQM?v=g1
https://teams.live.com/l/community/FAA5PEZHJbuX_kfWwI?v=g1
https://teams.live.com/l/community/FAA_sy-zT-E_6OjewM?v=g1
https://teams.live.com/l/community/FAAv0XEn40NBm31nAI?v=g1
Get your agency link or specialty group link from your manager.
Go ahead and join these groups in Teams
I’ll create your upline chat
When in.. and place your welcome text there for instructions
WE ARE PARTNERS NOW.
This is our Partnership Agreement.
https://static1.squarespace.com/static/5f3433ccbbfe75779079ef35/t/6839a0bd6aa39c7bf85a65fc/1748607165210/Partnership+Agreement+1.24.2025.docx
Click the above link,
Print it, complete it, and be prepared to discuss it with your upline within the next few days. This will help us design a plan that will achieve whatever goals you desire within your set timeframes.
GIVE IT SERIOUS THOUGHT.
BELOW are 3 Onboarding pages.
Keep them as a reference for all important information.
1. GT WELCOME TO THE TEAM
A NEW AGENT TRAINING PAGE AND INFORMATION PAGE
From your Mobile device or Computer:
https://www.tlg-gt.com/welcome
Password: newagent
Review this page. Lots of great info and tools.
And start with the 3 steps at the bottom! Let’s set some appointments. STEP 1 are the scripts you need to start with, step 2 are lead vendors to sign up with, and step 3 are setting tools you need.
We also Have TLG University
https://www.skool.com/tlg-university/about
You can download the “ SKOOL “
App from your AppStore on your phone
Log into the CRM AND LEAD SYSTEM
Use referral code
TVB2YWUR
Get $25 cash for leads
2. AGENT STEPS TO SUCCESS
phone script
Lead order
Setting tools
Consistent schedule in place
Remember if You ever Feel Stuck
Text or call Me to get UNSTUCK.
Watch here to find out how you get paid
THE GFG SYSTEM