We are excited to have you as part of the Priority Life Team. We want nothing but the best for you and your career. Utilize the array of tools we have to help take your business to the next level.
Below is a step by step outlined process to get you writing policies as fast as possible with Priority Life! We look forward to much success together!
***Please read the contracting instructions carefully. You must be sure you are contracting with the correct carriers through the correct portals.***
Get Appointed with the first three Carriers
Please download and fill out the form below. Send the form to firstname.lastname@example.org. This form does not need to be notarized.
In your email Include your Full name, Email, Phone number, City and State you reside, State License Number and the form below in the email.
Once this is submitted, you will receive an email from Heather and/or Amanda at FFL with instruction on how to contract with AMERICO, MUTUAL OF OMAHA, AIG and Royal Neighbors of America. It is important that you only contract with the 4 carriers below through the portal that is sent to you from Amanda and/or Heather. Do not contract with any other carriers through this portal unless you have been asked to by your upline.
Once registered, click the “Get Appointed” link below. You will be redirected to the Online Appointment Portal. Register your appointments with the carriers below. Reach out to email@example.com with any questions or call Levinson & Associates at (954) 746-9531 and they will help as well.
Request to be appointed with the carriers below.
Lincoln Financial Group
In the video, it mentions Sagicor. Please replace Sagicor with Lincoln Financial Group.
You only need to go through the appointment process 1 time. On the portal, you can select all the carriers above at once.
Priority Life hosts training calls each week. You will be notified through Email, and Your CRM.
Our partner FFL also hosts many calls each day of the week. Training calls, informational calls and more. Use this resource. It will keep you on track and motivated. You will be notified by email. Also, click the button below to see a schedule of calls by FFL as well as great training videos.
Our Partners Levinson & Associates also host training calls and webinars. You will be notified through email.
Errors and Omissions Insurance does what its name implies: it covers your professional mistakes (errors) and the things you overlook (omissions). If you’re sued over a professional mistake or oversight, this policy can help you pay for legal expenses.
A typical E&O lawsuit costs $140,584, according to the National Center for State Courts. And that’s just the amount awarded to your client – it doesn’t include your own legal fees. Tack on another five figures for what you’ll pay a lawyer to put your case together.
Clients often accuse business owners of Professional Mistakes, Failure to deliver promised services and/or Professional negligence.
E&O Insurance is required for all agents. Most carriers also require each agent to have E&O insurance to contract and write policies. In addition to your own E&O insurance, Priority Life also additionally has you covered under our policy.
There are many ways to obtain E&O insurance. The easiest and most cost effective is through NAPA. Click the link below. They have plans starting at $29.33 per month.
You as a business owner are responsible for making yourself better everyday. Continue to read and learn about new products and ways to sell. Priority Life is your platform for you to run your business successfully.
Make yourself better. Read the books we have given you for FREE. They will help you in many ways.