New Agent To Do List

1. Add Training Schedule To Google Calendar - Links:

• Week 1 Training Schedule

• Week 2 Training Schedule

• Week 3 Training Schedule

• Week 4 Training Schedule

2. Contract With USHA (If not already done)

• https://contracting.ushealthgroup.com

• Packet Code – 1CTVW

• Sales Leader: Krystal Roberts or Charles Campbell

• Enter 5 years work history

• When asking for License Select NO even if already licensed. We will attach later.

3. Email PDF Copy Of Resident License To Brielle. (If you have license)

• Brielle.executiveassistant@gmail.com

4. If you need a new computer or headset. Watch Essential Equipment Video

• Essential Equipment for Your Business: Where To Go And What to Get

5. Set Up Desktop

• Create “USHA” Folder

  • Inside the USHA folder, create the following subfolders (subfolders will be filled in later):

    • Clients Health Coverage Summary

    • Licenses (Place your State License in here)

    • Paper Application

    • Small Business Employee Form Fill

  • Set Desktop Background Image

• Set desktop background up with a Professional Picture or Picture Of You With Your Family - So your clients can put a face to the name

6. Create EIN (If Not Already Done) (Cannot be done on weekend)

• EIN Setup Document

7. Set Up Internet Browser

• Google Chrome as the primary browser. Mandatory for running compatible software.

  • To enable the bookmarks bar:

    • Click 3 dots on top right > Bookmarks and Lists > show bookmarks bar

    • Click 3 dots on top right - Settings - Autofill and Passwords - Addresses and More - Turn Off

• Create Bookmark Folders In Bookmark Bar On Chrome. (Right Click a blank area on the bookmark bar - Click Add Folder)

• Create the following folders

  • Personal

  • USHA

  • Sheets

  • Documents

• Fill “USHA” Folder with these Websites:

• Doctor Lookup (PPO Networks)

• ACA Marketplace (HealthSherpa)

• MDLive (Telemedicine)

• Agent Portal

• Purchase State Licenses

• Lead Mall

• Ringy CRM Dashboard

• Canva

• Vimeo Training Videos

• Crankwheel

• GoodRX Prescription Discounts

• Colonoscopy Assist

• USHA Underwriting Help

• Fill “DOCUMENTS” Folder with these Websites:

• New Agent To Do List

• Full PA Script

• PA UW Guide

• Full SA Script

• Full HA Script

• Application Listing Medications

• Common Medications

• LeadsMall Setup

• Runners Script

• Objections Script

• Competition Sheet

• Height Weight Charts

• Ringy Onboarding And Setup

• Crankwheel Setup

• Cleared To Close Checklist

• Cell Phone Quick Texts

• EIN Setup Document

• Program Contacts

• GroupMe Setup

• Discord Setup

• Fill “SHEETS” Folder with these Websites:

  • States Sheet

  • 2025 Age Calculator

  • Association Cheat Sheet

8. Save These Key Contacts To Your Cell

• Program Contacts

9. Setup CrankWheel Account

• Crankwheel Setup

10. Set Up Ringy Account

• New Agent Ringy Set Up

11. Set Up Discord Account

• Discord Setup

12. Groupme Setup

• GroupMe Setup

13. Business Card Setup

• https://Canva.com/ - Create Free Account

• Watch Video: Designing Business Cards and Marketing Materials with Canva

14. Print Out And Start Memorizing Documents

• Runners Script

• Objections Script

• Common Medications Sheet

• Competition Sheet

• Cleared To Close Checklist

• Height Weight Chart

• 2025 Age Calculator

15. Watch These Videos

• Krystal Mindset Video

• Insurance 101

• Competition 101

• Runners And Objections Script

• Taraina Personal Story

• Ringy Basics

• Discover Discord