A MUST WATCH VIDEO TO GET YOU SETUP CORRECTLY! 

Click Here To Download Agent #'s Template

AGENT #'S TEMPLATE

Use this to keep track of your agent number with each carrier, your license number, and NPN. You need these in one central place.

There are links to the e-app, your back office, and quotes for each carrier. Feel free to save those web pages as favorites or put them in your bookmarks bar. On an iPad or iPhone, you can save a url as an icon by tapping “add to home screen” while browsing in Safari. The equivalent is true for Android devices.

Save the carriers’ phone numbers in your phone NOW. If you’re writing business, you’ll end up calling the carriers for stuff. Make your life easy and save them as contacts.