THe ONBOARDING PROCESS DOC
THe ONBOARDING PROCESS DOC
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MAJOR CONTEST-JUST ANNOUNCED!
TT 2.0 New Associate Success Plan-5-5-2026.pdfNew Associate Success Plan
Version: 5/5/2026
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WATCH THIS ORIENTATION VIDEO RIGHT AWAY! (19 min.)
Make sure to take Notes!
We will be looking for 5 takeaways from the Orientation Video so please be prepared and pay close attention. We will REVIEW with TRAINER!
CLICK "CC" for "Closed Captioning"
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DOWNLOAD TELEGRAM APP
FOR ANDROID: ANDROID-CLICK HERE
FOR APPLE IOS: APPLE/IOS-CLICK HERE
After downloading Telegram App to your Mobile Device...
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PLEASE FRIEND US!
On FACEBOOK
Watch for INVITE from Team Tenacious "PRIVATE Facebook" from your TRAINER!
REVIEW WITH TRAINER
A) CONFIRM DOWNLOADS
B) ORIENTATION - Top 5 Takeaways?
C) IMPORTANCE OF 3-LEGGED STOOL
NOTE: 3-legged stool. Great visual for knowing WHAT to focus on!
D) YOUR 10+ Hours WEEKLY that are free from your current schedule?
(Do this WEEKLY if it changes)
ASSIGNMENT
NEW REP SETS for THEMSELVES...
SET appt so that YOU can observe how the process works and can at least experience HOW IT WORKS! If it helps YOU great-if not they learned the process. (If State allows) CLICK REFERSECURE BUTTON BELOW AFTER READING STEPS
FOLLOW THE STEPS BELOW!
Steps for your AUTO & HOME Assignment
Steps for your AUTO & HOME Assignment
Steps for your AUTO & HOME Assignment
We need you to SEE & EXPERIENCE this process for yourself to easily explain to others! If it helps you...GREAT! If not...you learned the process & you know you have a good plan for now! You will want to RECHECK back EVERY 6 months-No matter what. Set up a time to shop your own auto and home insurance.
(Get paid up to💲2️⃣0️⃣0️⃣ to be your own client- (see comp details for some states)
IMPORTANT!
ABSOLUTELY SUBMIT APP (but...If YOU or CLIENT resides in one of these states: AK, DE, IA, KY, MI, NH, OH, PA, SD, TN, TX, UT, WV) Talk to your Trainer regarding how COMP works in this situation! DO NOT Submit App if YOU or CLIENT resides in 1 of these states: FL, GA, MS, NY, SC, VA) as additional documentation is needed. Talk to your Trainer!
READ THESE STEPS - THEN CLICK REFERSECURE BUTTON
(SEE SCREENSHOT BELOW FOR HOW TO REGISTER FOR ACCOUNT - YOU NEED YOUR "REP ID", RECEIVED AT IBA PROCESS)
1. Scroll down and select “submit auto and home referral”
2. Fill out YOUR REP information with your REP ID (it's how you get paid)
3. Fill out CLIENT(YOUR) information
4. Select preferred language
5. Choose: Refer to SPECIFIC agent (Andy York-Day hrs -Jennifer Williams-Nights -Justin Hartley-Sat)
6. Select call back time/date
7. Select customer consent
8. Schedule call
9. TELEGRAM TRAINER YOUR RESULTS
QUICKLY REVIEW
FACEBOOK POST-If NOT done yet…
POST & Tag TRAINER!
(Use BOARDS App)
INVITE to ALL appointments you set for trainer to do via EMAIL!
1. MEETINGS & BIG EVENTS
Click here for link to EVERY Tuesday Night-LOGIN at 5:45pm cst (6:45pm est)
CLICK HERE TO LOGIN TO TUESDAYS Meeting ID: 844 0741 1387 Passcode: 126685
Dial by your location +1 305 224 1968 US OR +1 309 205 3325 US
Put OUR Team Calendar... in your calendar.
To add Team Tenacious Google calendar to your Google calendar...
CLICK HERE to ADD TT to your GOOGLE CALENDAR
This is a "LIVE" powerful 75 minutes out of your week that we ask you to be as distraction-free as possible WITH YOUR CAMERA ON PLEASE!
2. GETTING LICENSED ASAP
Join our SPECIAL TELEGRAM "PRE-LICENSING" CHAT for TEAM MENTORING & UP-TO-DATE HELP!
Checkout THIS IMPORTANT HELP!
CLICK HERE:
LINK TO IMPORTANT LIFE LICENSING HELP
3. FIELD TRAINING
EARN PROMOTIONS
FIELD TRAINING BONUS - BECOME INDEPENDENT
* Highly Suggested *
SET PERSONAL ZOOM to OBSERVE & START your OWN PERSONAL PLAN
Do this with BOTH NEW ASSOCIATE & SIGNIFICANT OTHER as soon as possible. WHY? You will want to be exposed to what it’s like to see our CLIENT EXPERIENCE & the actual benefits PERSONALLY of what you will be seeing us do with others.
YOUR PERSONAL PRI APP
YOUR PERSONAL PRI APP
THE ABOVE (RED) SHOWS YOUR $$$
THE ABOVE (RED) SHOWS YOUR $$$
Open YOUR PRI App, ONBOARDER will go over RED arrows by having YOU looking at YOUR PRI app and giving you the answers to what they mean.
During FIELD TRAINING...
WE WANT YOU GETTING "BANKED BONUSES", become "LICENSED & INDEPENDENT", both while BUILDING your AGENCY & MAKING MONEY on your own within 60 days MAX! That means there is URGENCY in this PROCESS!
Make sure you are communicating directly with your TRAINER often!
(DAILY if necessary) This is to ensure you are getting all the training you need)
What your 1st 100 Days will look like!
IMPORTANT!
You can see here that we have a STEP by STEP plan for you that will be tailored to you and your SCHEDULE! Both the DESIGN and the TIMING is to put you in the BEST position of MAKING MONEY right away! ...
Of course while serving others in an AREA that everyone needs!
SHARE YOUR SCHEDULE!
We need you to share with your TRAINER (on your Telegram Chat) your OPEN 10+ hours WEEKLY so that they know when we communicate and when we can INCLUDE you in activities, necessary for your SUCCESS! We will need to be in communication DAILY as you get started so we stay on track. 5 MIN phone calls will be VALUABLE!
You can share with your TRAINER (through Telegram) your OPEN 10+ hours WEEKLY!
NEXT
Since the majority of our work is accomplished REMOTLY, your Trainer will be assisting you while you are in Training. If your current responsibilities are preventing you from attending the appointments that they have been set for you (you will be invited to all of those) via a Calendly link to your email, by your Trainer, you will need the Presentation Material that is being used, You need to do 2 things... Observe them being done for you by your trainer and as well be reviewing the material at the link below.
START LEARNING TO BE A PRESENTER
STEPS FOUND ON THIS NEW PRESENTER LINK:
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