Course curriculum

  • 1

    WELCOME TO THE TEAM... The Carvajal Agency

    • Agent Development Program- Structure

    • Begin Here- Kick Off

    • Electronic Application Software (EAPP)
  • 2

    (Day 1) Preparing for your New Career

    • Preparing for your New Career

    • Creating a Zoom Account

    • Creating and Scheduling a Zoom Meeting

    • Start a Zoom Meeting On-Demand
  • 3

    (Day 1) IMPACT Basics

    • Understanding IMPACT

    • IMPACT- Lead Database

    • IMPACT Understanding- Assignment

    • Working Your Field Schedules- IMPACT

    • Drop-By Appointments- IMPACT

    • IMPACT- Field Schedules, Appointments, and Drop-Bys- Assignment
  • 4

    (Day 1) Products and Coverage

    • Product Overview

    • Whole Life Product

    • Assignment: Whole Life Insurance

    • Term Life Products

    • Assignment: Term Life Insurance

    • Accidental Death Benefit (ADB's)

    • Assignment: Accidental Death Benefit (ADB)

    • Head Start Program and Coverage on Children

    • Assignment: Head Start Program and Coverage on Children

    • Supplementary Benefits

    • Assignment: Supplementary Benefits
  • 5

    (Day 1) HOMEWORK

    • Assignment 1: Create a Zoom Meeting

    • Assignment 2: Products
  • 6

    (Day 2) Understanding the Electronic Application (EAPP)

    • How to Begin This Section

    • Eapp Walkthrough

    • Starting EAPP Program

    • Assignment: Starting EAPP Program

    • No Cost to Needs Analysis

    • Assignment: No Cost to Needs Analysis

    • Needs Analysis Survey

    • Assignment: Needs Analysis Survey

    • Post Needs Analysis to Offer Page

    • Assignment: Post Needs Analysis to Offer Page

    • Offer Page Explanation

    • Assignment: Offer Page
  • 7

    (Day 2) Homework

    • Assignment 1: The Presentation

    • Assignment 2: Creating Plans with EAPP
  • 8

    (Day 3) Completing Applications

    • Introduction to The Application Process

    • Supercombo Application #1- Intro Supercombo

    • Assignment: Supercombo #1- Intro Supercombo

    • Supercombo Application #2- Changing the coverages

    • Assignment 2: Supercombo Application #2- Changing the coverages

    • Supercombo Application #3- Bank Info and Draft Dates

    • Assignment: Supercombo Application #3- Bank Info and Draft Dates

    • Intro to Page 2- Supercombo Application #1- Underwriting Questions

    • Page 2 Supercombo Applications- Underwriting Questions

    • Underwriting Questionnaires, Forms and Details

    • Page 2 Supercombo Application #3

    • Supercombo Application- Completion

    • Senior Applications

    • Senior Applications- Needs Analysis

    • Completing the Senior Combo-Application

    • Options for Application Signatures & DocuSign

    • Using DocuSign PowerPoint

    • Assessment- Understanding DocuSign
  • 9

    (Day 3) Homework

    • Assignment 1: Applications

    • Additional Application Practice Scenarios
  • 10

    (Day 4) New Policy Basics and Underwriting

    • Processing Payments and Options

    • Controlled Business

    • Understanding Quality-AIT

    • Understanding Business Quality

    • AIL Underwriting Questionnaires

  • 11

    (Day 4) Income and Reports

    • Understanding Contracts and Income

    • Contracts and Income with AIL

    • Understanding Financial Reports & Using the ICM- SESSION 1

    • Assessment for Session 1

    • Understanding Financial Reports & Using the ICM- SESSION 2

    • Assessment for Session 2

    • Understanding Financial Reports & Using the ICM- SESSION 3

    • Assessment for Session 3

    • Understanding ICM and Advances- PowerPoint

    • ICM_ADVANCE VIDEO- Web Portal Review

    • ICM_WGB VIDEO- Web Portal Review
  • 12

    (Day 4) Homework

    • Assignment 1: New Policy Basics

    • Assignment 2: Income and Reports

    • Assignment 3: EAPP Practice
  • 13

    (Day 5) Sales Forms and Explanations

    • Closing Forms and Service Folders

    • Service Folders and Forms PowerPoint

    • Home Office Contact Information and Processes
  • 14

    (Day 5) AIL Resources and Information

    • Navigating the Agent Work Space

    • Agent Workspace Video Review

    • Agent Workspace PowerPoint

    • Using the Agency Resource Center

    • AIL Rates and Rate Book Information

    • AIL Rate Book

    • Legacy Recruiting Video

    • Legacy Recruiting Form
  • 15

    (Day 5) Homework

    • Assignment 1:

    • Assignment 2: Final Course Communication
  • 16

    Additional Development & Presentation Resources

    • Presentation Resources

    • Effectively Building Rapport
  • 17

    Program Evaluation and Assessment

    • Course Survey

    • Course Feedback