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Tips for Success

Some of you are just beginning "Being your own Boss", others are seasoned business owners that have chosen to partner themselves with great resources. Regardless of where you are on your journey here are our general tips for beginning your business on the right foot. 

1. Open a separate bank account to keep business purchases and income separate. It is recommended that you dedicate a separate credit card for business expenses only. 

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2. Set up a business phone line- we have recommended providers, but you can choose any that you wish. Our biggest tip is to ensure you have the option for recorded phone calls, some carriers mandate this to be contracted, but it is best business practice for yourself as well.

3. Set up a professional voicemail greeting and email signature

 

4. Find your "WHY". Why are you in this business? What is driving you forward?

 

5. Print out your "New Agent Checklist" and follow it. 

 

6. Practice your opening pitch for Lead calling. Roll play, call your manager- present to them.

 

7. Have a plan for your business. Where are you marketing? What are your hours? When are you calling leads vs. managing pending clients? 

 

8. Grow your business- make one improvement or adjustment to your business each week

 

9. Find a mentor/colleague

 

10. Touch base with your manager weekly, fill out your Pillar Report, reach out via email about hurdles you are running into or cases you are about to present. 
 

The A-Team is a proud divison in USA Benefits Group

Contact Us:

             John Ruhlman         Amanda Ruhlman
Email:  John@usabg.com   Amanda@usabg.com

Office:  937-871-2008           937-641-0540
 

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