
Your success here is determined by how you start building yourfoundation, completing these tasksbelow within the first week of contract approval.
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Complete and Submit DocuSign Application
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Receive Lincoln Heritage Welcome Letter & Writing Number
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Obtain Negeb and & Associates Website access
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COMPLETE N & A Video Orientation (In Order)
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Lincoln Heritage Funeral Advantage Plans
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Lead System
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Rate Book
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4 Step Presentation
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Creating Value
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Accessing Lincoln Heritage Website (Leads/Supplies)
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Live Call Telesales, Door Knocking &Telesales Training
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Obtain WhatsApp (English Agent/or Student Chat access)
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Obtain DMB Website Access
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CompleteBoot Camp Attendance (5 days, 8:45-9:45 am M-F)
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Order business cards, 1st supplies, and shirt
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Receive Digital Badge (send pic and info to Janelle Miller)
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Receive New Agent Welcome Kit
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Complete Action 30 Day Action Plan
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Plug intoChampion Breakfast Call 7:30-8:30AM (Mon-Fri)
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Submit request for 1st Lead Batch after orientation & presentation
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Complete Coaching Session after working 1st Leads Batch
*If you have questions contact Janelle Miller in our office 832-582-4029
Funeral Advantage Plan video details the specific details about the two components of our final expense insurance plans.
