Launch Manager – Coury Insurance Group
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YOUR AGENT SHOULD ALREADY HAVE…
✅ Submitted all their contracting documents
✅ Completed the 6-step sales training
✅ Been onboarded to Telegram and invited to zoom calls
WEEK 1
  • Register for Kickoff Call with Ken
  • Invite 10+ friends to the next opportunity meeting
  • Attend the Saturday morning dial session (listen and practice)
  • Begin Step 0D while awaiting carrier contracting approvals
✅ GOAL: Book 5 “review” appointments
✅ ONGOING GOAL: Attend all zoom meetings
WEEK 2
  • Track your activity and share on your spreadsheet every Friday
  • Start a weekly Standing A-Lead Order
  • Invite another 5+ friends to the next opportunity meeting
✅ GOAL: Book and run 15+ “review” appointments, line up 3 applications
✅ GOAL: Get 3 agents started and challenge each to bring 3
WEEK 3
  • Purchase your first batch of leads
  • Write & submit 3–4 applications from your activity to this point
  • Invite friends to the next opportunity meeting
✅ GOAL: Buy 50–100 leads for $300–$500
✅ GOAL: Issue pay 3 applications
✅ GOAL: Get 5+ new agents started
WEEK 4
  • Continue routine of booking appointments, writing policies and onboarding new agents
  • Use income to purchase another lead batch
✅ ONGOING GOAL: 20 appointments, 5 apps, 5 ICAs every week
WEEK 5
  • Continue routine of booking appointments, writing policies and onboarding new agents
  • Help your agents start selling
  • Purchase another batch of leads as standing A-lead order starts trickling in to replace the need to buy inventory leads
✅ GOAL: 1 new writer
WEEKS 6–8
  • Continue routine of booking appointments, writing policies and onboarding new agents
  • Continue helping your agents sell and build
  • Continue tracking your numbers: ICAs, writers, qualified writers, team production
✅ GOAL: Ignite Builder Award
✅ GOAL: Sales Manager (25K + 3 qualified writers)

CHECK-UP from the NECK-UP

  • What book are you reading currently?
  • What is your weekly schedule?
  • Are you joining all of our team calls?
  • Do you have new leads coming in each week?
  • How much time do you spend dialing?
  • How many appointments are you booking a day?
  • What are your numbers/ratios from your activity tracker?
  • What is your magic number?
  • Are you chatting with your mentor during appointments?
  • Are you inviting people to the opportunity meetings?
  • Are you joining all of our team calls?
  • What is your biggest frustration right now?
  • What do you think you can do to overcome it?
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All training modules were built by and courtesy of Matthew Wilson.