NEW ERA FINANCIAL GROUP AGENT DASHBOARD

Your one-stop hub for onboarding, contracting, training, leads, scripts, quoting, coaching, and more.

๐Ÿ”ฐ START HERE โ€“ ONBOARDING & SYSTEM ACCESS

๐Ÿ’ป Allstar Zoom: zoom link

๐Ÿ”‘ WINNERS CIRCLE ZOOM: https://shorturl.at/1VrnB (PASS: 10)

๐Ÿ“‘BUY YOUR NIPR lIC: click here

โ— E&O insurance link: click here

๐ŸŒ HCMS/FFL AGENT LOGIN : click here

๐ŸŽฏ JOIN THE DISCORD: https://discord.gg/QeBZeVBu

๐Ÿ“ฅ CONTRACTING & WEEKLY CHECKLISTS

๐Ÿ’ฐCHECK IP REPORT HERE: https://ww3.familyfirstlife.com/login

๐Ÿ“ก LEAD SYSTEMS & CRM TRACKERS

๐ŸŽ“ TRAINING & SALES SCRIPTS

๐ŸŽ–๏ธ VET SCRIPT 2: Google Doc

๐Ÿคน Objection Rebuttals: Google Doc

๐Ÿ“˜ Additional Sales Scripts & Objection Sheets (Notion) โ€“https://odd-salad-928.notion.site/Sales-Scripts-1b19c3d84294804a8277dd24e21e42a9

๐Ÿงฎ QUOTING TOOLS

โœ๏ธ Quote Term Life Options Here**:** Term Quoting Tool

โœ๏ธ Quote FEX Options Here**:** Final Expense Quoting Tool

๐Ÿ”ง TOOLS & RESOURCES

NOISE CANCELLATION HEADPHONES https://shorturl.at/a6o2V