LOTS TO DO… LETS TAKE IT STEP BY STEP
GT Agencies 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 Our GT-Communication HUB 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.
Start with these videos to understand what it takes to create success.
8 Steps to success: https://www.youtube.com/watch?v=dCX9o0p_OV4
Aaron Guetterman - creating a schedule for success:https://www.youtube.com/live/Q_4jacSgKOk?si=KfZvxhVPIGFtWTUG
WELCOME ARC VIDEOS: https://arc.naaleads.com/resources/welcome-videos Review ALL of them to get an UNDERSTANDING of the systems.
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. Figure out wiht your upline weather you are going FACE TO FACE, VIRTUAL, TELESALE, or HYBRID SALES!
STUDY, ask questions & get in motion as fast as you can!
Check Out The Alliance Lead RESOURCE map
Goat leads. Go ahead and register an account here
If you are ready for Live transfers. Go ahead and start the on boarding process with our inbound call partner.
For direct mail mortgage protection and final expense.
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
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.
You should receive an EMAIL appointment approval notification
over the next 10-14 business days some sooner.
When received, familiarize yourself with the websites & products and access ALL of their E-Apps. We also have an E app hub right in the ARC. Click HERE to see the HUB.
PRACTICE PRACTICE PRACTICE.
THE GT COMMUNICATION HUB is our education and communication platforms. When you sign in Let your manager know you are in and they will create your upline chat and assign you to your agencies and groups. CLICK HERE TO REGISTER.
We ALSO have a mobile link. Dont forget to add it to your home screen and turn on your notifications: Click here for the mobile link
WE ARE PARTNERS NOW.
This is our Partnership Agreement.
https://gt-professional-profile.aguetterman.chatgpt.site/
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 time frames.
GIVE IT SOME SERIOUS THOUGHT.
BELOW are 3 On boarding pages.
Keep them as a reference for all important information.
1. THE AGENCY DASHBOARD
This page is you one stop for all things GT-ALLIANCE!! It has every link needed to access all pages and tools.
Click here to access the Agency Dashboard
2. THE ALLIANCE ARC:
From your Mobile device or Computer:
Click here to access the ARC ( Alliance Resource Center )
Start with these Crucial Resources
3. WELCOME TO THE TEAM, GT AGENCIES
https://guettermanfinancialgroup.com/welcome
pw : newagent
Review this page. Lots of great info and tools. Get to know your team and our systems
Log into the CRM AND LEAD SYSTEM
4. AGENT STEPS TO SUCCESS
phone script
Lead order
Setting tools
Consistent schedule in place
Remember if You ever Feel Stuck
Text or call YOUR UPLINE to get UNSTUCK.