new agent orientation

1. New Agent Orientation TAG Health Sales

4. Our Vision: To create assurance, trust, integrity and lasting relationships. Our Mission: To improve the life of every person our company touches, building financial solutions through genuine care for others.

5. Who’s Who TAG Health Sales Art Geiss, VP Sales – 800-216-4355 x1 Al Paone, VP Sales- 800-216-4355 x2 Brian Mullis, CCBW- 800-216-4355 x3

6. Who’s Who TAG Corporate Ed Shackelford, CEO Duane Vestal, Exec VP Curt Klein, Sr. VP Sales Rob Casey, Chief Compliance Officer

7. Who’s Who TAG Corporate Anthony Agoglia, Dir Corp Training & Agency Development- 866-566-8055 Diane Slack, Dir. Sales Support 336-474-8871 Paula Taylor, Commissions 336-474-8977 Agent Help Line for all issues: 877-205-8645

8. Your Start Up Process #1 It takes time to get appointed, up and running! Make good use of that time by using taguhealth.com to get up to speed on your products Ask questions, call your manager, Art , Al or Anthony for any questions you may have.

9. Taguhealth.com 24/7 Online Training Resource for Health Brochures for all carriers and products Training Materials Assure RX Card info Sales And Presentation Materials by TAG’s best! Webinar Recordings TAG Marketing TAG Forms

10. Things to do #1 Understand the importance and value to your customer of combining multiple products each and every sale Go to the taguhealth.com Click on “On Demand Resources” Click on “Sales and Presentation Materials” Then open and read the “New Multiple Sales Article” by JR Jordan.

11. Things to do #2 Call your manager and ask which 2 health products you will focus on in your sales area. (just start with 2) You have contracted with multiple companies but to get started quickly we only focus on two that will cover most situations.

12. Things to do #3 Download and read 4 brochures: The 2 health insurance products mentioned above, Plus: Colorado Bankers Critical Illness brochure. “The Answer Plan” by American National. Go to taguhealth.com Click on Health Product Brochures Click on the Company

13. Things to do #4 Start your Product Training: Go to the taguhealth.com Click on “On Demand Resources” Click on the Company Stick to the 2 companies that you and your manager talked about plus the Critical Illness and Accident products.

14. Things to do #5 Learn to use the quoting links: Ask your manager to send you the quoting links so that you can practice creating quotes. This should only take an hour to become proficient. It is essential that you know how to create a quote before your manager starts the lead program. Also let your manager know where you are in the training and agree on when you will begin calling prospects. At this point you are within a day or so of calling.

15. Things to do #6 Sales Training: Go to the taguhealth.com Click on “On Demand Resources” Click on “Sales and Presentation Materials” Download and print “New Agent Jump Start Manual” and watch the “New Agent Jump Start Video”

16. Things to do #7 Get your lead program in place: Call your manager and discuss the aged leads and the dialer (this is really essential, see info coming in a few slides). Never rely on just one lead source, you should be using multiple methods to grow your business. Talk to your manager about the $12 telemarketed leads, take one boxes and self generated leads. See “Lead Sources” below for more details

17. Things to do #8 Start Calling Prospects: Just do it! There are many reasons not to start but none of them will help you or your clients. Remember the first call begins a conversation that allows you to find out what the person wants, needs and can afford. Once you know the clients situation run some quotes and call your manager to discuss the right solution. Remember you are in business for yourself but not by yourself!

18. Things to do #9 Commit to Excellence: Commit to attending the live trainings, immerse yourself in the business, find out what is working and not working for others. Proceed to the taguhealth.com and listen to 3 online trainings a week until you have listened to them all!

19. Lead Sources Aged Leads – these you obtain from your manager. These should be used with a dialer, the dialer is simple and increases your productivity by a factor of 4. It is an essential tool. TAG has negotiated a special discounted rate with the vendor for our agents. The basic plan is $67/month with a free trial period. To view a product demo go to www.DialingSolutions.com. To sign up for the system go to http://www.onehourcalling.com. See the instructions below to get discount. $12 TeleMarketed Leads - PROFESSIONAL MARKETING 223 SAILORS DRIVE, ELLIJAY, GA 30540 PHONE: 706-636-3133 FAX: 706-636-3138 EMAIL: proleads@ellijay.com Other Lead Sources - There a multiple ways to generate leads to grow your business. Ask your manager to help you create a plan using multiple proven methods that will help you create a consistent stream of new prospects.

20. Ordering the Dialer Special TAG Pricing Instruction for Special Pricing for TAG Agents Only 1.) TAG- Subscription link to Live Caller Advanced Calling System: http://www.onehourcalling.com 2.) Click on F*R*E*E Trial 3.) When prompted for Referral ID - Click "Proceed without Referral" *This is only used for companies wanting commission, TAG waived their right to commission. 4.) Agree to the terms - (Basically saying you are liable for the data you upload, and their is a month to month agreement, after the trial is up.) 5.) Choose the plan that you want when prompted* You will get the 20% extra hrs with or without the trial option * *Ignore the pricing that says "Live Transfer Option" as do not need this. 6.) VERY IMPORTANT: When filling in your information, Choose Company/Group: "APG Agency"

21. Monitor Your Appointments Check the status of your appointments on the TAG Portal. You have just signed in and should be on INFO CENTRAL on the MY DASHBOARD TAB Select the My Account tab (upper right area) Select Appointments tab (middle right) You should be looking at all the companies and your status Pending Documents = just got your documents or waiting for a document from you Pending Carrier Approval = The carrier has your documents and is processing Active = means you have a writing number (far right) and are ready to write business   Contracting questions? Call (866) 224-8450 and ask for contracting Or email: Ladavis@assuregrp.com

22. Non Resident Licenses If you are selling by Phone or Online, now is the time to get non resident licenses. They make take up to 3 weeks to receive so the sooner you start the better. Discuss which states and products you’d like to sell as a Non resident producer with your Manager. An easy source for non resident licenses is www.nipr.com, then click electronic non resident license and begin process.

23. Call your manager for assistance Your manager is an important resource. Use him/her, they are there for you, don’t wait for them to call you and ask you if you need help. The primary way they help you is to assist you in determining the right product for your client and to help you implement a proven strategy. The agents who reap the greatest rewards are the agents that make the calls and take the time to attend the live training sessions, learn the products and listen to the sales trainings. Top earners never stop learning or striving to improve!

24. It’s your business! The more you market yourself the more you will make..It’s as simple as that. Leads are a great resource but you should not solely rely on them. Use AssureRX to market yourself (taguhealth.com, On Demand, TAG Marketing) as just one way to begin

25. Marketing Activity Ideas Walk and Talk Take One’s (aka Ballot Boxes) Flyers, Pole Signs, Car signs, Window signs Newspaper ads, Radio ads, Yellow Page ads, School sports programs Mailers, Newspaper Inserts, Drop Cards Bulletin Boards

26. Referrals Referrals are a HUGE source of leads. It is imperative that you master the art of getting referrals and TAG can Help! Start with Friends, Family, Local Business’ and move out from there… Please see “TAG Getting Referrals Guide” Taguhealth.com Click On Demand Then click Sales and Presentation

27. Lets Go! TAG is an Agent Centric organization committed to your success On behalf of the entire TAG Family we’d like to wish you Good Luck and Great Prosperity! Questions?