Agent Training Review
Friday, September 25
This newsletter will update every Tuesday & Friday!
Please review it to be ready for the webinars.
Please review it to be ready for the webinars.
IMPORTANT INFORMATION
- Immediate Action: CMS training for all licensed agents must be completed ASAP! Please refer to the google site for information on how to register & complete CMS training
- All current agents are required to be licensed and contracted by OCTOBER!
ZURMO
To log into Zurmo for the first time:
Visit http://zurmo.milesaheadfg.com
Your username is your firstinitial, lastname. (i.e. John Smith would be jsmith)
Your temporary password is MAFG2015.
**Change your password after your first log in**
Requirement:
Update your profile information to include your Google Voice number and your National Producer Number (NPN).
Visit http://zurmo.milesaheadfg.com
Your username is your firstinitial, lastname. (i.e. John Smith would be jsmith)
Your temporary password is MAFG2015.
**Change your password after your first log in**
Requirement:
Update your profile information to include your Google Voice number and your National Producer Number (NPN).
STEPS TO LICENSING & CONTRACTING
1. Pass accredited pre-licensing exam. Self paced course, but allot 2-3 weeks for completion
2. *Pass state license exam with a 70% or greater accuracy. This test is pass/fail
3. Get fingerprinted to apply for state license.
4. Have Citizen Affadavit Form notarized by public notary and sent in to Office of
Insurance Commissioner. For Georgia, click here.
5. Apply for State License (Through Miles Financial Group)
6. Carrier contracting. More information to be disseminated soon
*After you have passed the state license exam, you must remember to NOTIFY MAFG!
Contact Dontá Carter (404-277-2558) or Michael Miles (404-368-9323)
2. *Pass state license exam with a 70% or greater accuracy. This test is pass/fail
3. Get fingerprinted to apply for state license.
4. Have Citizen Affadavit Form notarized by public notary and sent in to Office of
Insurance Commissioner. For Georgia, click here.
5. Apply for State License (Through Miles Financial Group)
6. Carrier contracting. More information to be disseminated soon
*After you have passed the state license exam, you must remember to NOTIFY MAFG!
Contact Dontá Carter (404-277-2558) or Michael Miles (404-368-9323)
NON-RESIDENT LICENSING
If you are interested in getting a non-resident license in another state, you must first be licensed in your home state. Non-resident license fees vary and range from $40-$200 depending on the state. Keep in mind that the dialer ends calls at 9pm LOCAL TIME. If you would like to end work later than 9pm, you will need to be licensed in another time zone. ALL APPLICABLE FEES ARE THE RESPONSIBILITY OF THE INDIVIDUAL AGENT. For information on applying for a non-resident license, please visit the National Producer Insurance Registry by clicking here.
---> NEXT TRAINING SESSION <---
Event Information
CRM
Link to join the meeting: http://mafg.enterthemeeting.com/m/8WDRKUW7/MVFXGTUVL
Dial-in Information: (949) 229-4400, PIN: 8354557
Having trouble dialing in? You can connect to the same conference room using: (513) 386-0800
Meeting Agenda:
8:20 PM EST – Open webinar & conference bridge
8:30 – 9:00 PM EST – Agent Training
9:00 – 9:10 PM – Welcome guests to the call
9:10 – 9:35 PM – Business Opportunity Overview
9:35 – 9:45 PM – Closing remarks
When?
Monday, Sep 28, 2015, 08:30 PM
Where?
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Contact Us
Email: info@milesaheadfg.com
Website: www.milesfinancialfg.com
Location: 4751 Best Road STE 140 College Park, GA 30337
Phone: 404-850-8950
Facebook: facebook.com/milesaheadfinancialgroup
Twitter: @milesfinancialfg