Bienvenido to the First Step on to your best career every!
Note: After 90 days or 10 sales, you will have an option to request S&R LLC to create a branded email
(S&R Services LLC will provide resources for opportunities however it is one your best interest to get one)
(S&R Services LLC will provide 100 business cards to start with). Create a Virtual business card by accessing HiHello
Note: You do NOT need to purchase the paid version for the QR Code Scott Paulsen will create one for you!
Watch the Tutorial
NEW Licensed agents
Purchase an Errors & Omissions Policy (E&O) with National Association of Professional Agents (NAPA).
- Cost approximately $400 per year for less than two licensed agents.
- Business Tax deduction expenses
Purchase America’s Health Insurance Plans (AHIP). First time study and pass all 5 modules. Final text has three to get a 90% score. Following years modules to complete 4 & 5. The applicant will have to transmit the passing score to carriers they are contracting with. The Cost of this is between $125 to $175.
Must obtain a release letter on company’s letter head from previous FMO.
From October to December, no changes of hierarchy can happen Blackout period
Agents Return requested files on PDF format
- Driver License
- Health Insurance License
- AHIP Certificate
- E&O Certificate
Watch the Video below for how to complete on boarding link Last step
If you are a “New” agent and have never got contracted with a company. Select “New”
If you have been contracted before Select “Transfer”. We will need a release letter from your prior Field Marketing Organization (FMO)
NEW Licensed agents
Freedom/Optimum There is an additional training and test of 20 questions with 80% passing score for this carrier. Access google folder for resource guide on test. Once Completed you will receive a “Ready to Sell Status”
Keep in mind “YOU” are not able to speak to clients about plan benefits until receiving a ready-to-sell status, but you can make appointments for Medicare 101 reviews and a licensed agent, IE “Rosie” will accompany on the appointment to use as an opportunity for training.
Once you ready, start your social media presence by creating a “Facebook Page” Your Name – Medicare Broker. Create or Update your Linked Profile and Create a Page for your Medicare Broker Business
Access the Agent 101 class on google drive under Training Videos. Click Here
Read “Ñeque” The Mindset to get what they want. Upon completion,
Request access to Complete “Ñeque” Online Academy.
Agents will be able to take advantage of the RPE-Business Resource Center Training and meeting space.
Incentive after completing the first “New into Medicare” Sale agents will receive a $200 reimbursement bonus from S&R Services. Apply to NEW Agents Only