Connect
Contact prospective clients and book appointments. Plan time and budget for prospecting.
Explore OdysseyMake room
YOUR NEXT CHAPTER
Make room
for more.
Remote client work. Practical training. Space to develop your craft.
The work, in practice.
Listen & explain
Understand each client’s needs and explain suitable coverage options.
Apply & follow up
Complete applications, keep records current, and follow through.
Work remotely. Stay connected.
A virtual workflow
Work from home through calls and virtual presentations. Build a consistent daily routine.
Tools for the day-to-day
Manage dialing, leads, appointments, and follow-up in one CRM. Available plans add automated reminders and messaging.
Practice with support
Build confidence through Academy learning, practice, shadowing, and workshops.
YOUR DEVELOPMENT
Your next
chapter.
01New Agent
Follow your onboarding roadmap and prepare for your state exam.
02Agent in Training
Work through contracting, Academy learning, shadowing, and readiness checks.
03Agent
Build a consistent rhythm of prospecting, client conversations, applications, and follow-up.
04Leadership
Explore coaching and team development as your experience grows and you meet the applicable requirements.
Before you
begin.
How am I paid?
Commission-based independent contractor work. Review your written commission, advance, renewal, and chargeback terms with onboarding.
What are the costs?
Budget for applicable licensing, fingerprints, leads, and tools. The Hub currently lists 45 days of CRM access from Agent activation, then $99/month for CRM or $149/month with drips and Violet. Confirm your plan and full costs during onboarding.
Can I start part-time?
Discuss your availability during onboarding. Your schedule needs to accommodate client appointments and required training sessions.
How do leads work?
Discuss available sources, lead age, pricing, and refund terms with onboarding before choosing a lead budget.
Start with the overview.
Continue to our OFG overview, then complete the assessment and connect with onboarding staff.