WELCOME TO YOUR AGENT RESOURCES CENTER
The menu tabs to the left will take you to all of the resources
we offer you as an an agent with Patriot Insurance Group.
5 SIMPLE STEPS TO GET STARTED
1. Listen to the Archived Getting Started Training that navigates you through all of the systems and resources of Patriot Insurance Group.
2. Learn about the PatriotDialer Plus Program - set more appointments and manager your business.
3. Attend Monthly Team Call - Updates, training, and carrier insights
Dates and Times will be Communicated through Email
Dial-in: (712) 775-7031
Meeting ID: 251-234
Click Here to Attend Meeting Online
4. Optional: Once you have a writing number you may submit a lead order. Lead program details and forms are located under Lead Program tab. Work with your manager to assist with setting up your initial appointments.
5. Go through the simple Getting Started Training below. Choose the box or
boxes that best pertains to your selling style. These are easy steps to get started
whether you are selling Life or Health products.
Becoming an expert in selling life, annuity and health products and getting started off on the right foot will help with your success in this lucrative industry.
Choose a training below to help you with your success. If you sell multiple products, we suggest you go through the corresponding trainings. Many of the steps are duplicated so will not add a lot of extra training time but will acclimate you to all of the resources, training and systems available with each type of selling platform.
This training is not mandatory but suggested to help you get started while waiting for your carrier writing numbers regardless of your experience level. We suggest you attend a live class or listen to the archived trainings if wanting to get started quickly. Our Success is Your Success so write down any questions you have while going over the information and give us a call so we can fill in any voids.
