USHA Chattanooga · Agent Portal

FROM DAY ONE
TO FIRST CLOSE.

Welcome to USHA Chattanooga — Team Phoenix Consulting. Complete these steps over the weekend before your first official day on Monday.

Weeks to Agent

4.5

Avg Deals/Wk

$3,150

Weekly Target

💡 Need help? If you have trouble completing any of these steps over the weekend, don't stress — leadership will ensure everything is completed during the first part of onboarding Monday morning.

Before Your First Day — All New Agents

📧

Step 1

Create a Health Insurance Gmail

▼

Separate email for this business only.

⚠️ Do NOT include USHA or UnitedHealthcare in the address.
✅ Ex: [email protected] — NOT [email protected]

CREATE GMAIL

⚙️

Step 2

Gmail & Chrome Settings

▼

Make Google Chrome your default browser

Turn Sync ON under "You and Google"

Turn on Bookmarks Bar

🔑

Step 3

ContractingFree — Tabi handles this

▼

✅ Tabitha Blevins will complete your USHA contracting paperwork with you. Nothing to do here — just be aware it's coming on Day 1.

💬

Step 4

Join Discord

▼

Your main hub for communication, training updates, and resources. Join before Day 1.

DOWNLOAD DISCORD

Use your new insurance Gmail to register.

4 setup questions — answer:
1. Team Phoenix Consulting
2. Jordan Tant
3. Caleb Montague
4. Your FTA: Matt Ramsey, Peyton Benjamin, Russell Lovelace, Ian Hill, or Nathan Bravo

Post #inoffice when you arrive and leave each day (tag @TabithaBlevins)

📞

Step 5

Set Up Shared CRM — RingyScreener Phase

▼

As a screener you use the team shared CRM. Download the app on your phone and bookmark the login on your computer.

Username: [email protected]
Password: HOPE247365!

OPEN RINGY — BOOKMARK THIS PAGE

Download the Ringy app on your phone

Bookmark the login page in Chrome

You'll get your own personal CRM after you pass your license in Week 4.

📱

Step 6

Download CrankWheel

▼

Screen sharing tool for client presentations.

DOWNLOAD CRANKWHEEL

📍

Step 7

Know Your Office

▼

📍

Chattanooga

5600 Brainerd Rd Suite 204, Chattanooga TN 37411

📍

Nashville

15 Century Blvd Suite 400, Nashville TN 37214

Leader Contact Info

Save all of these in your phone this weekend.

Carson Rogers

RSL — Regional Sales Leader

(931) 626-3062

Call

Jordan Tant

SAT-DIV — Satellite Divisional

(423) 762-7565

Call

Caleb Montague

FSL — Field Sales Leader

(615) 926-2323

Call

Peyton Benjamin

FTA — Field Training Agent

(423) 790-6012

Call

Ian Hill

FTA — Field Training Agent

(916) 671-2522

Call

Matt Ramsey

FTA — Field Training Agent

(865) 804-3800

Call

Nathan Bravo

FTA — Field Training Agent

(706) 313-3533

Call

Russell Lovelace

FTA — Field Training Agent

(907) 687-6063

Call

After You're Licensed — Unlocks Week 4

These steps unlock once you pass your state exam. Find them in your Week 4 tab.

UNLOCKS WEEK 4

LeadsMall Access · USHA Videos Registration · Personal Ringy CRM · Agent Portal Setup · Email Licenses to Leadership · Bulk Messaging

Licensing

Getting Started

Select your state below. Tabi will walk you through every step.

🏔️

Tennessee

~$172

🍑

Georgia

~$159

⭐

Alabama

Coming Soon

Tennessee Licensing Costs

Pre-Licensing Course (Xcel)$55

State Exam (Pearson VUE)$80

Fingerprints (IdentoGO)$37

Contracting & BackgroundFree

Total Estimate~$172

📚

Step 1

Pre-Licensing Course — $55

▼

Choose State: Tennessee → Education: Get License → Life and Health → Find Courses

Complete full course. Reach 85%+ on practice tests before scheduling exam.

ENROLL — XCEL SOLUTIONS

🔑

Step 2

ContractingFree — Tabi handles this

▼

Tabi completes this with you. Nothing to do on your own.

📅

Step 3

Schedule TN Exam — $80

▼

SCHEDULE — PEARSON VUE TN

Schedule within 2 weeks · Arrive 30 min early · Signature ID + govt photo ID

⚠️ Must contact Pearson VUE at least 48 hours before to reschedule. Call (888) 274-2020. Notify Tabi too.

🖐️

Step 4

Fingerprints — $37

▼

📌 TN: Fingerprints done BEFORE applying for license.

SCHEDULE — IDENTOGO

🏆

Step 5

Pass the Exam — 70%+

▼

70%+ to pass · Bring Signature ID + govt photo ID · Exam fee reimbursed after passing.

💻

Step 6

Computer Set-UpDay 1

▼

Leadership walks you through full system setup on Day 1.

Georgia Licensing Costs

Pre-Licensing Course (Xcel)$55

State Exam (Pearson VUE)$67

Fingerprints (IdentoGO)$37

Contracting & BackgroundFree

Total Estimate~$159

📚

Step 1

Pre-Licensing Course — $55

▼

Choose State: Georgia → Education: Get License → Life and Health → Find Courses

Complete full course. Reach 85%+ before scheduling.

ENROLL — XCEL SOLUTIONS

🔑

Step 2

ContractingFree — Tabi handles this

▼

Tabi completes this with you.

📅

Step 3

Schedule GA Exam — $67

▼

SCHEDULE — PEARSON VUE GA

Schedule within 2 weeks · Arrive 30 min early · Signature ID + govt photo ID

⚠️ Must contact Pearson VUE at least 48 hours before to reschedule. Notify Tabi too.

🖐️

Step 4

Fingerprints — $37

▼

📌 GA: Fingerprints done AFTER applying for license.

SCHEDULE — IDENTOGO

🏆

Step 5

Pass the Exam — 70%+

▼

70%+ to pass · Bring Signature ID + govt photo ID · Exam fee reimbursed.

💻

Step 6

Computer Set-UpDay 1

▼

Leadership walks you through full system setup on Day 1.

🚧

Alabama — Coming Soon

Speak with Jordan Tant directly for Alabama licensing details.

WEEK 1 — NEW AGENT ONBOARDING0%

Monday (Day 1) — New Agent Onboarding

Complete▼

✅

9:00–10:00 AM · Owner: Jordan

Setup Verification

Verify: Discord · Gmail · CrankWheel · Chrome · Ringy · LeadsMall. Finish any incomplete weekend steps here.

👥

10:00–11:00 AM · Total Leadership with Tabi

Meet the Team & Expectations Overview

Leadership introductions · Expectations PowerPoint · Contracting completed with Tabi

🤝

11:00 AM–12:00 PM · Required In Person

SAT-Divisional Team Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

🍽️

1:00–2:00 PM

Lunch Break

🎓

2:00–4:00 PM · Presenter: Jordan Tant

Health Insurance 101

Full live training with Jordan. Video available anytime in the Training tab for review.

▶ Review Video Later — Elliot Leniton

📞

4:00–5:00 PM · End of Day

Shared CRM Orientation — Ringy Dialing

Log into shared CRM. Learn how to pull leads and dial. Leave today knowing how to use the dialer.

📈

5:00–6:00 PM

Sales Training

Runners Script & Objections with SAT(Jordan) FSL(Caleb) FTA(Varies)

🎙️

End of Day Optional

Jordan Belfort — Tonality Training

📝

Homework

Record yourself 5x — Runner Script

Send your best recording to Jordan Tant and your FTA.

Tuesday (Day 2) — Scripts & Objections

Complete▼

📞

9:00 AM–12:00 PM

Lead Dialing — Shared CRM · 50 dials/hr avg

Set appointments for your FTA.

🎓

12:00–1:00 PM · Jordan Tant

Pitch Training

Script drilling and pitch practice.

▶ Runners Script

🍽️

1:00–2:00 PM

Lunch Break

📋

2:00–4:00 PM · Jordan/FTA

Recap — Scripts & Objections

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dialing Block — Goal: 150+ dials

Wednesday — Psychology of Sales & Dialing

Complete▼

📞

9:00 AM–12:00 PM

Lead Dialing — 50 dials/hr avg

📺

After 11:00 AM

Watch: Max & Steve Timmons

▶ Watch Video

🎓

12:00–1:00 PM · Jordan Tant

Pitch Training

🍽️

1:00–2:00 PM

Lunch Break

🎮

2:00–3:00 PM · Caleb Montague (FSL)

Gamification Training

📋

3:00–4:00 PM · Jordan Tant

Training Competition & Objections

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dialing — Goal: 150+ dials

Thursday — Underwriting Overview & Dialing

Complete▼

📞

9:00–11:00 AM

Lead Dialing — 50 dials/hr avg

🔧

11:00 AM–12:00 PM

Underwriting Overview — High Level

Introduction to underwriting and Clever RX. Deep dive in Week 4.

🎓

12:00–1:00 PM · Jordan Tant

Pitch Training

🍽️

1:00–2:00 PM

Lunch Break

▶ Watch: Premier Advantage — Brian Fuller

📋

2:00–4:00 PM · FTA

Pitch & Objection Practice

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dialing Block — 150+ dials

📝

Homework

Record Full Presentation with Screenshare

Send to [email protected]

Friday (Day 5) — Production Focus

Complete▼

📞

9:00–11:00 AM

Dialer Session — Goal: Get a Run

🎓

11:00 AM–1:00 PM · FTA Choice

FTA-Specific Training

🍽️

1:00–2:00 PM

Lunch Break

🎭

2:00–3:00 PM · FSL/FTA

Mock Pitch Practice

📅

3:00–4:00 PM

Schedule Pearson VUE Exam

Get your exam scheduled today. Target within 2 weeks. Tabi can help if needed.

▶ Schedule TN Exam
▶ Schedule GA Exam

👥

4:00–5:00 PM · Required In Person

Chattanooga Kickoff Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

📈

5:00–6:00 PM

Sales Training

📞

6:00–8:00 PM

Dialer Push — 150+ dials

Saturday — Hot Seat

Complete▼

🎭

9:00–10:00 AM

Hot Seat — Mock Pitch

📞

10:00 AM–4:00 PM · With FTA/FSL

Dial & Train

Sunday — Rest

Complete▼

😴

All Day

Rest & Recharge

Review your script if you want to get ahead. Week 2 exam prep starts Monday.

Week 1 Checklist

Post #inoffice on Discord daily (tag @TabithaBlevins)
Business Card created with Caleb Montague
At least 800 dials for the week
Pearson VUE exam scheduled
Memorize Runners Script & Objections
Review Full Script
Familiar with Ringy shared CRM and Week 1 Resources

Week 1 Resources

OBJECTIONS (1) OBJECTIONS (2) INSURANCE 101

ULTIMATE CHEAT SHEET MASTER PITCH (SCREENER)

MASTER PITCH (SCREENER)

WEEK 2 — STUDY + DIAL0%

📚 Noon training shifts to Exam Prep this week. License track starts now — 800+ dials minimum this week.

Monday — Week 2

Complete▼

📞

9:00–11:00 AM

Lead Dialing — 50 dials/hr avg

👥

11:00 AM · Required In Person

Team Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

📚

12:00–1:00 PM

Exam Prep Training

🍽️

1:00–2:00 PM

Lunch Break

📖

2:00–4:00 PM

Study Block + Script Practice

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dialer Push — 150+ dials

Tuesday — Week 2

Complete▼

⏰

7:00–8:00 AM

Accountability Session

Agents below $150K or blanked previous week (after FNBI)

📞

9:00 AM–12:00 PM

Dialing Block — 50 dials/hr

📚

12:00–1:00 PM

Exam Prep Training

🍽️

1:00–2:00 PM

Lunch Break

🎭

2:00–4:00 PM · FSL/FTA

Pitch Practice — No Script

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dialer Push — 150+ dials

Wednesday — Week 2

Complete▼

📞

9:00 AM–12:00 PM

Dial Session — 50 dials/hr

📚

12:00–1:00 PM

Exam Prep Training

🍽️

1:00–2:00 PM

Lunch Break

🎮

2:00–3:00 PM · Caleb Montague

Gamification Training

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dial Session — 150+ dials

Thursday — Sitting with FTA

Complete▼

📞

9:00 AM–12:00 PM

Dial Session — Sit with FTA · 50/hr

📚

12:00–1:00 PM

Exam Prep Training

🍽️

1:00–2:00 PM

Lunch Break

🎭

2:00–4:00 PM

Pitch Practice — No Script · Full Process

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Dial Session — 150+ dials

Friday — Week 2

Complete▼

📞

9:00–11:00 AM

Dialer Session — Goal: Get a Run

🎓

11:00 AM–1:00 PM · FTA Choice

FTA-Specific Training

🍽️

1:00–2:00 PM

Lunch Break

🎭

2:00–3:00 PM · FSL/FTA

Mock Pitch Practice

👥

3:00–4:00 PM

Team Kickoff Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

🏆

4:00–5:00 PM · Leaders Session #1

Clear to Close Discussion

📈

5:00–6:00 PM

Sales Training

📞

6:00–8:00 PM

Dial Session — 150+ dials

Saturday — Week 2

Complete▼

📞

9:00–10:00 AM

Dialer Session — Get a run · Write your goals

🎭

10:00 AM–12:00 PM

Hot Seat

📞

12:00–2:00 PM · With FTA

Dial & Train

🏆

2:00–3:00 PM · FTA/FSL

Clear to Close — Final Session

Week 2 Resources

CHEAT SHEET W/ ASSOCIATION SUPPLEMENTS CHEAT SHEET

WEEK 3 — FINAL EXAM PREP0%

🎯 Exam at end of this week.
Heavy study is the priority. Dialing continues in prime windows. Goal: pass your resident license by Friday. Exam fee reimbursed upon passing.

Monday–Thursday — Heavy Study + Dialing

Complete▼

📞

9:00–11:00 AM

Lead Dialing — 50 dials/hr

📚

12:00–4:00 PM

Exam Prep — Heavy Study

Practice tests · Identify weak areas · Simulate exam conditions · 85%+ consistently before exam day

📈

4:00–5:00 PM

Sales Training

📞

5:00–8:00 PM

Prime Dial Window — 150+ dials

Friday — EXAM DAY 🏆

Complete▼

🏆

Scheduled Time

RESIDENT LICENSE EXAM

70%+ to pass · Arrive 30 min early · Signature ID + govt photo ID · Exam fee reimbursed after passing.

WEEK 4 — LICENSED & LIVE0%

✅ You passed — now it's go time.
Personal CRM · Rookie leads · Product training with Carson · CRM messaging · Underwriting deep dive · Bulk messaging begins

Monday — Licensed Setup Day

Complete▼

🎥

Morning

Name + insurance Gmail · Leader: Jordan Tant / Carson Rogers · Role: Agent

📞

Morning

Personal Ringy CRM Setup

Your own account. No more shared login.

🎯

Late Morning

LeadsMall Access Setup

Get your own LeadsMall account activated.

🎯

Late Morning

Rookie Leads Assigned — Bucket Leads

Hottest leads available. Call immediately when assigned.

👥

11:00 AM

Team Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

📋

12:00 PM · Carson Rogers

Product Training Begins

Premier Advantage · Premier Choice · SecureAdvantage

Zoom: 264-467-9927

🍽️

1:00–2:00 PM

Lunch Break

📱

2:00–3:00 PM

CRM Messaging Training

Own CRM unlocked — texting bulk strategies, timelines, messaging workflows.

📧

Afternoon

Compliance Email Training + Email Licenses

[email protected] & [email protected]

📈

4:00–5:00 PM · Carson Rogers

Product & Pitch Training

Zoom: 264-467-9927

📞

5:00–8:00 PM

Prime Dial Window — Own Pipeline · 150+ dials

Tuesday–Friday — Week 4

Complete▼

📞

9:00 AM–12:00 PM

Lead Dialing — Own Pipeline · 50/hr

🎓

Noon · Carson Rogers (Tue & Thu)

Product & Pitch Training

Zoom: 264-467-9927

🔧

This Week

Underwriting Deep Dive

Full underwriting training — tools, Clever RX, scavenger hunt quiz.

▶ Underwriting Scavenger Hunt

📱

Daily — By 11 AM

Morning Bulk Messaging

Minimum 600 texts sent by 11 AM daily.

📱

Sunday — Weekly

Sunday Bulk Text Check — 600+ Texts

Send your Sunday bulk before end of day. Post on Discord to get credit.

📈

4:00–5:00 PM Daily · Carson Rogers

Product & Pitch Training

Zoom: 264-467-9927

👥

Friday 11:00 AM · FTA Choice

FTA-Specific Training

👥

Friday Kickoff Meeting

Chattanooga Kickoff Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

WEEK 5 — CLOSE & GROW0%

💰 Full Commission Mode
USHA Agent Portal · State certs · Clear to Close · 11 states · First full commission checks

Week 5 Tasks

Complete▼

💻

Monday Morning

USHA Agent Portal — Access Granted

Complete resident state certifications inside the portal first.

🌎

This Week

Additional State Licenses Uploaded by Leadership

You now sell in 11 states.

🎯

This Week — FSL/FTA Support

First Live Close in Your Name

📞

All Prime Windows

Full Pipeline Dialing — 800+ dials this week

🎓

Noon Tue & Thu · Carson Rogers

Product & Pitch Training

Zoom: 264-467-9927

👥

Friday — 11:00 AM · FTA Choice

FTA-Specific Training

👥

Friday Kickoff

Chattanooga Kickoff Meeting

Zoom (Emergency only): 423-762-7565 · Password: HOPE

💰

End of Week

First Full Commission Check

WEEK 6+ — FNBI0%

🏆 You're an Agent
FNBI approved · Fully independent · Advanced training · Leadership track · Leads Mall Match

Week 6+ Milestones

Complete▼

🏆

Milestone

First Business in Your Name — Approved

📋

Ongoing

Intermediate & Advanced Training — Available Daily

👥

Optional

Leadership Track — Talk to Jordan or Caleb

📈

Optional — After 13 Weeks (FNBI)

Leads Mall Match

Leadership matches up to $100/month. Split: Agent $100 — FTA/FSL/SAT/Regional each $25.

Everyday Materials

Resources

Everyday Materials

Paper Application Objections (1) Objections (2) Master Pitch (Screener) Master Pitch (Screener) Ultimate Cheat Sheet Competition Cheat Sheet Insurance 101 — TN PremierAdvantage / PremierChoice Underwriting Guide SecureAdvantage Underwriting Guide Underwriting Cheat Sheet Products by State Cheat Sheet Age / Height / Weight Chart Association Benefit Summary (2026) Supplements Cheat Sheet

What to Send Clients After Approval

MDLive Info

States without MDLive: KS, MD, NV, SD, UT · Activate: 247doctorAIBC.com · FL: 247doctorSCA.com

PremierAdvantage Dear Doctor Letter PremierChoice Dear Doctor Letter SecureAdvantage Dear Doctor Letter HealthAccess Dear Doctor Letter

EOBs — Explanation of Benefits

TX UHC EOB TX UHC EOB 2

FL UHC EOB CO UHC EOB

GA UHC EOB PCP Visit EOB

TX HA EOB FL HA EOB

COVID Test EOB Mammogram UHC EOB

Dental EOB LAB EOB

MD EOB Annual Wellness EOB

Emergency EOB Concussion EOB

Medguard Payout EOB X-Ray EOB

National Foundation Life — Claim Forms

Blanket Accident Critical Illness

Hospitalization Claim Form

Freedom Life Insurance — Claim Forms

Blanket Accident Critical Illness

Hospitalization Claim Form

Development

Training

USHA Training Videos

Username: Your USHA insurance email

Complete all assigned modules in order.

ACCESS USHA TRAINING SITE

Jordan Belfort — Straight Line Persuasion

Site: jordanbelfortmembers.com

Username: [email protected]

Password: LNsTLJLMxwuxiOnceXmj(QKx

1. Go to "My Courses"

2. Select "Straight Line Persuasion"

3. Complete all Modules in order

ACCESS COURSE

Key Training Videos

▶ Health Insurance 101 — Elliot Leniton ▶ Max & Steve Timmons ▶ Premier Advantage — Brian Fuller

Carson's Regional Training

Tuesday & Thursday · 12:00 PM EST and 4:00 PM EST

Zoom Code: 264-467-9927

Books to Read

The 10X Rule — Grant Cardone
Sell or Be Sold — Grant Cardone
Grit — Angela Duckworth
The 5 AM Club — Robin Sharma
Atomic Habits — James Clear
The Success Principles — Jack Canfield
The Power of Now — Eckhart Tolle
It's All in Your Head — Russ
How to Win Friends & Influence People — Dale Carnegie
Zig Ziglar's Secrets of Closing the Sale — Zig Ziglar

People to Watch

Eric Thomas

Grant Cardone

Simon Sinek

Tony Robbins

Dan Lok

Jordan B. Peterson

Gary Vee

Tom Bilyeu

Build a Quote

Quoting Tool

Use the tool below to build quotes for your clients. For best results open in a new tab on desktop.

OPEN IN NEW TAB ↗

Team Phoenix Consulting

Meet the Team

USHA Chattanooga · Your people from Day 1.

Leadership

Jordan Tant

SAT-Divisional Leader

(423) 762-7565

Caleb Montague

Field Sales Leader

(615) 926-2323

Carson Rogers

Regional Sales Leader

(931) 626-3062

Tabitha Blevins

Asst. Operational Leader

Licensing & Ops · @TabithaBlevins

Field Training Agents

👤

Peyton Benjamin

Field Training Agent

(423) 790-6012

👤

Ian Hill

Field Training Agent

(916) 671-2522

👤

Matt Ramsey

Field Training Agent

(865) 804-3800

👤

Nathan Bravo

Field Training Agent

(706) 313-3533

👤

Russell Lovelace

Field Training Agent

(907) 687-6063

Career Agents

👤

Photo Coming Soon

Career Agent

👤

Photo Coming Soon

Career Agent

👤

Photo Coming Soon

Career Agent

👤

Photo Coming Soon

Career Agent

Photos and names added as the team grows. Reach out to Jordan to be added.

Welcome to USHA Chattanooga

Start Here

Everything you need to know about what this opportunity looks like — income, leads, workload, milestones, and standards.

Phase 1 & 2

What You Can Earn

Phase 1 — Screener (Weeks 1–3)

Before your license — you're already getting paid

Per Deal Set

$350–$450

50/50 split on each close

Goal / Week

~$1,400

At full screener pace

→ Week 1: 1–2 deals (~$700–$900) | Week 2: 2–3 deals (~$900–$1,200) | Week 3: 3+ deals (~$1,200–$1,575)
→ No license required — earn while you study

Phase 2 — Licensed Closer (Week 5+)

Full commission — your income doubles

Per Deal Closed

$700–$900

Full commission in your name

Office Avg / Week

~$3,150

4.5 deals/wk average

→ Sell in 11 states from Day 1 | Rookie leads provided free | FTA support on first closes | Leadership track available

Exam Cost

Reimbursed

After you pass — most offices don't do this

Office Average

4.5 Deals/Wk

Above national average of 3.5

First Paycheck

Week 1

No waiting for a license to earn

3 Lead Types

Your Lead Flow

Every lead requested a quote. No cold calls — ever.

💡 Important: When a new lead source is introduced, you don't lose access to your previous leads — you gain more. Your pipeline only gets bigger.

RSL Transfers & SDSL CSV Uploads

Week 1

Lead Age: 48 Hours to 3 Months

→ Leads passed from your RSL and SAT-DIV · Great for building pitch reps · Available from Day 1

Bucket Leads (Rookie Leads)

Week 4 — Free

Lead Age: Immediate to ~1 Hour Old

→ Hottest leads available — someone just requested a quote · Provided free once licensed · Highest conversion potential

Leads Mall Match

Week 6+ — Optional

Lead Age: Fresh — You Control the Volume

→ Leadership matches your investment dollar for dollar · Run on your own time · A growth tool, not a requirement

5–6 Weeks

Your Agent Roadmap

From Day One to First Business in Your Name

Wk 1

Screener Mode

Dialing, setting appointments, learning by watching. Earning from Day 1.

Wk 2

Study + Dial

License track starts. Noon training shifts to exam prep. Keep dialing.

Wk 3

Final Exam Prep

Heavy study focus. Exam at end of week. Goal: pass your resident license by Friday.

Wk 4

Licensed & Live

Own CRM. Rookie leads. Product training. Compliance. Your own pipeline begins.

Wk 5

Close & Grow

Agent Portal. Clear to Close. 11 states. First full commission checks.

Wk 6+

FNBI — You're an Agent

First Business in Your Name approved. Fully independent. Leadership track available.

From Rogers

Do The Work. Get The Leads.

You are in the right place. This office gives you tools, leads, training, and support that most people in this industry never get access to. But those tools only work when you do. These six standards are the exact habits that will make you money.

150+ Daily Dials (800+ Weekly)

More dials = more conversations = more deals. The single biggest driver of your income.

600+ Daily Texts

Texts reach people who don't pick up. Running both doubles your chances of connecting.

Pipeline Sheet Every Friday

Helps leadership see where you are and step in to help close deals you may be sitting on.

Office Hours: 9AM–5PM Mon–Fri

Consistency builds momentum. The agents in the office every day compound their results.

Attend All Trainings

Every training makes you sharper. One new technique can be worth thousands of dollars.

Notify Leadership Before Every Call

A leader on standby means you never lose a deal because you got stuck.

"You chose this. You showed up. Now let's make it worth it. Do these six things every day and I promise you — the results will follow."

Carson Rogers · RSL · USHA Chattanooga

USHA 2026

Agent Milestones Program

Participation determined by FNBI attained on 12/26/25 or after.

Issued Business in 52 Weeks

Certificate + $10,000 Cash Deposit + $200 Licensing Credit

$10,000

750K

Issued Business in 39 Weeks

Certificate + $7,500 Cash Deposit + $200 Licensing Credit

$7,500

500K

Issued Business in 26 Weeks

Certificate + $5,000 Cash Deposit + $200 Licensing Credit

$5,000

250K

Issued Business in 13 Weeks

Certificate + $2,500 Cash Deposit + $200 Licensing Credit

$2,500

150K

Issued Business in 13 Weeks

Certificate + Gift Pack + $1,500 Cash Deposit + $200 Licensing Credit

$1,500

75K

Issued Business in 13 Weeks

Certificate + $750 Cash Deposit + $200 Licensing Credit

$750

FNBI

Starts Your Journey

First New Business Issued Certificate — this is where it all begins.

🏆

Licensing Credits are awarded when milestone is achieved and may be redeemed for additional state appointments, non-resident licenses, and licensing fees. Milestones are based on qualifying issued business. All milestones and rewards are non-transferable and cannot be exchanged for monetary value.