administrative tasks
steps to onboard a new agent
- Agent Goes to SUMMERSAGENCY.com.
- From Agents Menu, Agent selects On-boarding then fills out form. Self-Training or Mentored live training. https://summersagency.com/administrator-on-boarding/
- Agent will get a message on the screen with register site and an email with Register link. https://summersagency.com/register/
- The Agency owner gets an email. The AO confirms with Scott Summers that the agent should be admitted.
- They agent can now log-in using the Log- In tab on the Agent Training menu.
- The Agent should go to the New Agent Syllabus link to see the course curriculum.
- The Agent can visit the orientation page and begin setup of schedule and office tools.
- The Agent can now access the script training tools on the syllabus page.
Using Google sheets
- Setting up sheet
- Adding Data
- Add image
- Color cells (I never call a cell the right thing)
- Sort
- Sum
- Multiply
- Share
Net Placed Tracking
Find new Candidates by Creating Social Media Campaign
This video will help you grow your business by creating a presence on social media. Click the link below to download the tools mentioned in the video.
navigating through hq quility
adding a user in hq.quility
Step 1. Log in to HQ
Step 2. Click on the 9 Cube Menu on the top left
Step 3. click on connect accounts
step 4. click on account grants
Placing A Support Ticket
Checking pending business
Mutual of Omaha pending business
United Home Life pending business
Americo pending business
Foresters pending business
managing 2nd interviews in A bullpen
This video training will break down how the hiring agent works with 2nd interviews that have been scheduled by a recruiter. How to add dispositions after the interview, some basic interview techniques and the steps to begin onboarding for new candidates when they have been hired
Allocating Leads
As an agency Owner we can assign our agents leads through opt watch this video to see how it is done
tranferring a lead
Have your Agency Owner send an email to leads@quility.com or submit a support ticket in Quility HQ with the information below.
Who originally had the lead?
What is the lead level?
When was the lead first assigned?
Who is the lead being transferred to & why?
Lead Order number.
Whose credit card will be charged the $5 per lead transfer fee or $25 per order (what are the last 4 digits, THIS MUST BE A CARD THAT IS ALREADY ON FILE)?
Were these app(s) entered as referrals?
Has the status on this lead been changed from new lead?
*****Please attach a PDF copy of the lead to be transferred*****
Pulling Leaderboards using opt
gathering data for leaderboards can be performed from opt to use the functionality in this video the manager will have to have the virtual assistant option installed
checking for duplicate leads, lead credit request
Checking for Duplicate Leads in your inventory
Giving a lead credit to downline agent
tranferring a lead credit to another agent in your downline
Purchasing Leads
Ordering Leads in Opt can be done with the Instant Purchase Tab for Bonus Leads A leads need to be purchased using the lead order tab
using slack
Transform the way you work with one place for everyone and everything you need to get stuff done. Invite New Agents to Summersagency as well as your base shop
Debt recovery
Stuart Lipman is the company we use to do our debt recovery from inatenttive agents that leave us with a debt rollup
If you’re diagnosed with a serious illness, a Critical Illness insurance policy pays a lump sum to the insured to help offset expenses from a variety of covered conditions, so you can focus on getting well.
Universal life insurance gives the ability to adjust your premium payments. It offers a cash value component. You can take money out of cash value via a withdrawal or policy loan. It offers the insured permanent coverage and can be cheaper than whole life insurance because it doesn’t offer the same guarantees.
