Sell Health Insurance Remotely From Anywhere
STEP 1: GET LICENSED
Start Training
Select your residential state and choose the life and health insurance pre-licensing exam prep training course for $169.95 or the video study package for $219.95.
Schedule Your Exam
Schedule your exam. You'll see the option after you purchase the training. Do this before you start studying for an incentive to complete your studying in under 2 weeks.
Get Contracted
Once you've passed your exam head down to contracting and begin going through those steps. Go to the next step.
STEP 2: CONTRACTINGST
Let's Get Contracted
Be sure to check your email for any documents to be signed electronically. Sign them ASAP!
1.) Nine month advance document.
(This is so you can get paid 9 month advances when you sell Manhattan life products)
2.) Manhattan Life contracting.
(Takes roughly 24-48 hrs to receive your writing number, then another 24 hours before you can access the portal)
3.) HMA contracting to sell Health Matching Accounts.
(You'll receive an email for this and takes about 30 min to contract with HMA because of required videos to watch)
STEP 3: BENZY TRAINING PORTAL
Complete Before Selling
STEP 4: FAST START
Watch video if you're a new agent
Fast Start Checklist
Schedule a one-on-one overview call with your manager
Have your manager add you to the Benzy Slack Channel
Create your account on the Turbo-text CRM (Promo: BENZY15)
Submit this short form to receive Benzy automations directly to your Turbo-text account
Get your self-employed leads purchased
Download Crank Wheel and watch this video to use it properly
Download this Canva presentation template for Crank Wheel
Watch this example presentation recording to learn how to sell AFC
Attend weekly Zoom huddle calls each Monday 11am pst/2pm est
Tune into Benzy Live dials on Zoom on M-F
STEP 5: TRAININGS
Mondays: Zoom Team Huddle
11AM PT / 12PM MT / 1PM CT / 2PM ET
Daily: Live Dials & Training
STEP 6: TURBO- TEXT
Sign up for Turbo-Text CRM
Turbo Text Helps Life & Health Insurance Agents Become Top Producers With Their. All-In-One Business Management & Lead Engagement Platform.
USE PROMO CODE: BENZY15 TO RECIEVE 15% OFF
Fill out Benzy TT form
Follow Steps in the TT + Benzy Link
Turbo-Text Benzy Trainings
Watch all the trainings to make sure you are set up properly
STEP 7: ORDER LEADS
What you need to know before you buy leads
1.) Have your Turbo-text account set up and send Andrew Pryor your API key on Slack before you buy leads that way the leads can get sent directly into your CRM.
2.) Make sure you have a health insurance license in at least 5 states minimum before you buy leads that way the inbound lead flow will be fast.
3.) We recommend choosing reoccurring weekly lead orders to keep a steady flow of opportunities coming your way. (Most agents are doing this)
*20 leads/week = Part time agent
*30-40 leads/week = Full time agent
Watch this video below before you purchase leads
STEP 8: PRODUCTS
Manhattan Life Agent Guides
Allstate Agent Guides
Health Matching Account
Health Sherpa (ACA)
STEP 9: RESOURCES
Tools and How To's
Examples of Explanation of Benefits
Websites
Agent Portals
Contacts
Benzy
Leads: andrew.pryor@benzy.com
Contracting: contracting@benzy.com
Manhattan Main
Phone: 1-800-669-9030
Manhattan AFC
Phone: 1-800-877-7792
Email: afcunderwriting@manhattanlife.com
Manhattan Agent Assistance
Email: aces@manhattanlife.com
Manhattan Main Email List
Health Matching Account
Phone: 1-713-850-8534
Email: contactus@healthmatchingaccounts.com
