What To Do First – New Agent Checklist
Your step-by-step guide to hit the ground running at Legacy Agent
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☐ 1. Save Your Login Info
Bookmark LegacyAgent.com and keep your login credentials saved somewhere secure. You’ll return here often for training, tools, and updates.
☐ 2. Track Carrier Approvals
Your contracts have been submitted — now it’s just a matter of time. Most approvals take 7–10 business days. You’ll get a confirmation email (with your writing number) from each carrier once you're active.
☐ 3. Make Sure Your E&O Is Current
E&O (Errors & Omissions insurance) is required by most carriers. If you haven’t already submitted proof, please upload it through your SureLC profile or send it to us directly.
☐ 4. Start Training Based on Your Focus
Pick your path and dive into training while you wait for carrier approvals:
• 👉 [Final Expense Coaching Page]
• 👉 [Mortgage Protection Coaching Page]
• 👉 [IUL Training (Coming Soon)] agents can start here while we build out new IUL training
• 👉 [Annuity Training (Coming Soon)] agents can start here while we build out new Annuity training
Watch the videos, download the guides, and begin practicing your script.
☐ 5. Understand the Markets You’ll Be Working In
Each product line has its own nuances. As you go through training, start familiarizing yourself with what makes each market unique:
• Mortgage Protection – Term or perm coverage with living benefits for new homeowners
• Final Expense – Simplified whole life for seniors, often no medical exam
• Indexed Universal Life (IUL) – Designed for long-term cash value and tax-advantaged income
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• Annuities – Used for retirement income planning and protecting client assets
You’ll learn which clients are the best fit for each — and how to match them with the right solutions.
☐ 6. Choose Your Lead Strategy
Review lead options to decide how you’ll get in front of clients:
• Organic & Referral-Based
• Direct Mail (MP or FE)
• Digital Leads
Need help? Reach out — we’ll match your budget and goals with the best fit.
☐ 7. Get Field-Ready with Your Tools
Make sure you’re ready to run appointments from home or in the field. At a minimum, you’ll need:
• Zoom (for remote appointments)
• A quiet space for calls or Zooms
• Web browser and PDF reader
• Access to your email and Calendar (Calendly works best)
• CRM or lead tracker (even a simple spreadsheet works for now)
• Optional: printer, scanner, or a free e-signature app like DocHub or HelloSign
If you’re not sure how to set this up, we’ve got you covered inside the Field Ready section of your training.
☐ 8. Download & Review Your Presentation Flow
Don’t wait until you’re in front of a client. Start reviewing your sales presentation now. Use the Presentation Flow Guide PDF and practice it out loud.
☐ 9. Book a Mentorship Call (Optional)
If you’d like personalized guidance to speed things up, grab a slot on Michael’s calendar here:
📅 Schedule a Zoom Call
