follow the path to success
Every agent goes through the same 10 steps to start with Velocity. Don't reinvent the wheel - just follow the path:
1-3: Licensing
Book your state exam, take the course, pass the exam, and apply for your license
4: Contracting
Get setup with Prosperity, Mutual of Omaha, Americo, American Amicable, Corebridge, and Ethos to start
Join Discord
Essential messaging threads, forums, live dial rooms, leaderboards, event calendars, and more
5: TAP Training
Go through our training found in the TAP training course
6: Shadow 10 Live Calls
On the live dials channels in Discord, watch other agents take their clients from call to close 10 times
7: Lead Strategy Call
On a lead strategy call with your manager, work with your budget to buy your first batch of 100 leads to call over your first two days
8-9: "First 48" Challenge
Run 10 quotes and close your first deal in your first 48 hours after getting your leads
10: Recruit Your Starting 5
Set up your recruiting website with one click, then bring your new agents back to this page and walk them through the same steps you just took