Onboarding:

Name

Email

Phone

Program:

List your active states: (Please use this format - Al, AZ, CO, FL,)

Joined the Band Chat?

Are you going to be using Kixie? This is not required, but helps us know how to set you up for leads.

Training:

Test 1 (Basics) Completed?

Test 2 (Presale) Completed?

Test 3 (Sales Process) Completed?

Test 4 (Advanced) Completed?

Completed eApp Training Videos and Listened to the Live Calls?

Made sure you can login to each carrier eApp?

Technical:

Do you have a headset and have a strong internet connection?

You have a laptop or computer? Phone or iPad will not work!

Writing Numbers:

Please list any carrier you have been approved with. Must have at least 3 to start.

Free Lead Agents must submit a daily tracker each day. Please save the link below as a bookmark and complete it each day when you are finished dialing!

www.finalexpenseservices.com/report

By checking this box, I understand I am a 1099 agent. I am not an employee of Final Expense Services. Although Final Expense Services may recommend lead vendors, it is still up to you to follow TCPA laws, and ensure you are working compliant leads. Final Expense Services does not sell leads to agents, so make sure you contact leads in a compliant manner.