New Agent Checklist

Whether you are brand new to health insurance or you are a seasoned pro who recently switched to us for a better opportunity, there are some things that need to be completed to make sure you get up to speed as soon as possible. Here is a list of common things that new agents need to complete. If you have any questions, your leader will be happy to help.

  • 2-Day New Agent Training (NAT)
  • FFM Certification
  • SBE Certification(s) (if applicable)
  • Carrier Contracts
    • Core Carriers
      • Allstate Health Solutions (formerly National General)
      • United Healthcare STM (UHC STM)
      • Ameritas (dental & vision)
    • Essential Carriers (varies by state)
      • Aetna ACA
      • Ambetter ACA
      • Anthem ACA
      • Cigna ACA
      • Molina ACA
      • Oscar ACA
      • United Healthcare ACA
    • Other Carriers (varies by state)
      • There are a lot of other carriers available that may or may not be relevant, your leader should be having this conversation with you.
  • Health Sherpa Account (agency join code 6e5c)
  • LeadMaster Account
  • Email System (browser, outlook, etc)
  • Phone System (cell, softphone, etc)
  • Get Added to Slack