Who is submitting this recruit/agent?
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Aaron Lyles
Dave Whichard
Carter Plunkett
Jacob Hale
Thomas Gibson
Tyler Roberts
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If your name is not listed, please email brooke@fflvelocity.com to be added.
Which Velocity Agency will they be added to?
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Brandon Geneser
Brinton Atkinson
King Makers
Posterity Financial
Velocity
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Is this an active agent that is already on your team?
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Recruit/Agent's Information
First Name
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Last Name
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Phone
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Email
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Recruit/Agent's Information
Who will their direct upline be?
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What is their commission rate (COMP)?
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What licenses do they have?
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Not Licensed
Just Health License
Just Life License
Life and Health Licenses
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Will they be an LOA agent?
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Do you want them to skip certain onboarding, licensing, or contracting steps?
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If they have at least their life license, they will skip all licensing steps. If they are a brand new recruit, we do not recommend skipping any steps.
Which steps do you want them to skip?
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Agent Onboarding Form
Agent Agreement
Pre-Licensing Course
State Exam
Apply for License
Lookup NPN
E&O Coverage
Verify Info on NIPR
AML Certification
HCMS
Ethos
SureLC Registration
NLC Registration
Prosperity
SRS Training
Training and Resources Overview
Ready to Sell Zoom with Manager
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