Resources
Recruiting and training materials
Access featured scripts, checklists, onboarding resources, and agent development materials.
Top-level commission focusContracting supportTraining resourcesIntegrity partner office
Agent Resource Library
- RecruitingAdd scripts, one-sheets, flyers, and presentation resources.
- TrainingPublish carrier guides, compliance refreshers, and webinars.
- SalesShare approved enrollment, product, and client-facing materials.
- UpdatesKeep agents current with fresh resource links and files.
Agent Onboarding Checklist
A starter checklist for licenses, E&O, W-9, direct deposit, carrier contracting, and first training steps.
Coming soonContracting Document Checklist
Use this checklist to organize contracts, E&O, state licenses, carrier forms, and certification requirements.
Coming soonRecruiting Conversation Guide
Talking points for explaining FMO support, carrier access, training, and top-level commission opportunities.
Coming soonProduct Focus Worksheet
A planning worksheet for life, health, Medicare, ACA, ancillary, and retirement product focus.
Coming soon