follow the path to success

Every new agent goes through the exact same 10 steps to go from Newbie to Agency Builder in Velocity. Don't be tempted to reinvent the wheel - just follow the yellow-brick road:

STEP 1-3: GET LICENSED

First - Book your state exam

Second - Pass a pre-licensing course

Third - Pass exam and apply for your license

STEP 4: CONTRACTING

(48 Hours) Complete Americo and AMAM in NLC

Complete AIG and Mutual of Omaha in SureLC

Prosperity and Ethos will be sent to you separately

JOIN DISCORD SERVER

Our Discord server is a collection of messaging threads, forums, live dial rooms, leaderboards, event calendars, and more. If you're not on Discord, you're missing much of the agent experience.

STEP 5: BOOTCAMP

(3 Days) Use our A-Z blueprint on how to sell life insurance virtually or in-person while growing a massive agency.

STEP 6: SHADOW 10

(24 Hours) Hop on one of our Live Dial Zooms and watch 10 people take a client from call to close.

STEP 7: BUY 100 LEADS

Be prepared to buy your first batch of leads on a lead strategy call with your manager. We're going to work with your budget to get you 100 leads to call over the next two days.

STEP 8-9: FIRST 48 CHALLENGE

(48 Hours) Run 10 quotes and close your first deal in your first 48 hours from getting your first agent number.

STEP 10: YOUR STARTING 5

Start building your agency by setting up your recruiting website with one click. Bring your new agents back to this page and walk them through the same steps you just took!