ELA Intake Form

ELA Interview Intake Form

BEFORE INTERVIEW:

Open GHL Contact card open to see their initial application.
PLEASE COMPLETE THIS FORM IN INCOGNITO.
Windows: Ctrl + Shift + N
Mac: Command + Shift + N
***If the AGENT EMAIL field below ↓ auto populates with ANY email, exit the incognito window and open a new one.***

AGENT EMAIL *

- Relevant Interview Links -

Agent Commission Calculator: https://bit.ly/ELAAgentCalculator

Admin Commission Calculator: https://bit.ly/ELAAgentCalcAdmin

10K in 30 days:

10K in 30 days Sprint Sheet

Agent Offers: https://docs.google.com/document/d/1pK23GQ6nrtYz6WT7onFRPxo3PIzYyafYvYn7RMeosB4/edit?usp=sharing

General Info

What type of agent will they be for ELA? *

Captive

Independent

Independent Downline

Agent NPN (see conditions below)

ONLY fill Agent NPN field IF:

Agent is licensed and they DO NOT have an NPN on their GHL contact card
OR
The NPN is wrong on their contact card.

What are your income goals per month?

How long have you been selling insurance?

What is the most Annual Premium (AP) you have sold in one day (phone or F2F)?

Have you purchased leads before? If yes, what type and from what company?

Have you sold Final Expense or Life Insurance by phone before? if yes what dialer or software did you use to make and receive calls?

Do you want to break that record? (Max AP sold in a day)

What is your biggest inspiration for working and becoming financially independent?

If you had 100K that you had to spend in 24 hours what would you buy? (List item then price)

Considering what your income goals how much time (hours per day) are you willing to commit and be logged in and taking calls or doing follow up?

Independent Agent

What benefits are this agent interested in starting with? *

Benefits Breakdown:

Inbound Live Transfers - inbound calls delivered directly to your account on TrackDrive, which you will be trained thoroughly on.
Elite Client CRM - All inclusive CRM that handles all types of clients directly from your account on our highly comprehensive and all inclusive CRM software.
Note for interviewer (don't share with agent) - GHL sub-account with automations.
Outbound Leads - fresh, qualified leads dropped from live inbound and transfer call campaigns. Note for interviewer (don't share with agent) - ReWork.
Elite Recruiting Pipelines - agent recruiting pipelines with automations, hosted on the same platform as the Elite Client CRM.
Social Media Management - flexible package, you let us know how we can help. We can fully automate (with access to your socials), just deliver you posts to publish, or something more custom).
Automated Blog Posting - automated, SEO enhanced blogs with images and link references generated and delivered to you daily, weekly, or on whatever schedule you'd like. Optionally, we can discuss automatically posting them for you as well depending on your website hosting platform.
Commission Reporting/Tracker - a tracker that you can download files from the carrier and upload to manage your commission payouts for all your agents from a user-friendly platform.
Medicare Center - https://www.medicarecenter.com/; free access
Insurance Toolkits - https://insurancetoolkits.com/; free access
Annual Market Team - access to our best annuity and other annual market teams, and access to sell these products.
Agency Website (Team Builders Only) - our developer team will design an agency website branded with your agency name and logos and offers. You can only access this benefit if you are a team builder, creating an agency.

Captive Agent

Will we be paying this agent on a salary or commission basis? *

Salary

Commission

How many years should this agent be captive (minimum)? *

Salaried Agent

Enter the amount we are going to pay this agent weekly. *

Commissioned Agent

% Commission amount we will pay this agent (commission). *

Independent Downline

Full Name of Direct Upline *

Direct Upline Email *

Direct Upline Mobile # *

Direct Upline NIPR # *

Thank you for the interview, please click submit in the bottom right to complete the survey and record the data.