Onboarding

Welcome to FFL Priority Life!

We are excited you chose to be a member of our team! Please follow the steps below.

Onboarding Steps for FFL Priority Life

Step 2: HCMS Access: On-boarding

Your FFL Agent Record needs to be created by an administrator. Once you have access to your account, you can request onboarding.

Step 3: Request carriers

Use SuranceBay to request Americo, Mutual of Omaha, AIG, and John Hancock. You MUST have your FFL Agent record created first!!

Step 4: Complete Playbook

Basic training for Family First Life agents! Start your training with the FFL Playbook, and never stop training!

Step 5: CRM Access: Leads

Your Family First Life portal needs to be created by an administer. This is where you will order your leads and manage your clients.
CRM

Step 6: Schedule a welcome session

We gave you a lot of things to do! Let’s make sure everything looks good.

© Copyright 2021. All Rights Reserved