Day One Boot-Camp Prep

These are the steps to accomplish before you attend the boot camp sessions.  This does not take long to do.  If you do not do these steps then you will be left behind as we progress through the boot camp and we will NOT wait for you to catch up.  For example you need your NAA Pin number so you can log into the CFG E-App.  We will not wait for you to retrieve that during the boot camp so you will be left behind.  We have wasted too much time for the other students that were prepared to wait for the unprepared student that didn't do their pre-work.  If you can't get this done, then wait to join the following week.

1)  Get on this special boot camp email blast list to get the links to the video recordings of this boot camp session. When you fill out the form, you will be sent a confirmation email verifying that you want to be part of this list.  It should arrive in less than a minute.  If you don't see it then check your spam - that's where you will find it.  Some of the videos below are done by my Buddy Alex Abuyuan.

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Prep for Boot Camp Session 1 -  ATM and Products

2)  Make sure you can get login on the http://www.naaleads.com

3)  Bookmark this website on your smartphone:

4)  Product Training Download:​

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5)  Download the ATM PowerPoint - click here​

 

6)  Have your NAA Pin Number ready to use.  How to retrieve your Pin (video - https://youtu.be/omdjT3Sssiw):

  1. Go to http://www.naacontracting.com

  2. On the right hand box enter your full NAA number to include the "NAA" part

  3. Click on "Retrieve Pin" link

  4. On the next screen fill in your NAA number

  5. Then click on the "text me" radio button

  6. Then type in your cell phone number on file

  7. Then type in the Captcha security code shown

  8. Click on "Next"

  9. Check you cell phone for the text

  10. Write this pin somewhere, it will NEVER change

7)  Be able to log into the CFG E-app for:

  • CFG SafeShield E-app (video: https://youtu.be/yWwZ9T0nXn4)

    1. log into http://www.naaleads.com​

    2. go to Carriers > Columbian Financial Group page

    3. click on the blue button titled "SafeShield E-app"

    4. log in using your NAA Pin number

    5. click on the Log In button

    6. click on "Begin Application" button (you can stop here)

  • CFG Dignified Choice E-app (video: https://youtu.be/N-8Nnbvh6So

    1. log into http://www.naaleads.com​

    2. go to Carriers > Columbian Financial Group page

    3. click on the blue button titled "Final Expense E-app" (except for AL, ME, MS, MT, ND. NY, VT) in which case you would do a Foresters Plan Right e-app or a Transamerica Paper App - sit this section out on the boot camp.​​

    4. log in using your NAA Pin number

    5. click on the Log In button

    6. click on "Begin Application" button (you can stop here)

8)  Download the CFG quoting tools on to your smartphone

  • CFG SafeShield

    1. from your smartphone browser go to http://www.AllianceQuoting.com​

    2. scroll to the CFG section and note the password for the term quoting tool - cfgsit

    3. where it says Mobile App (Term): click on the appropriate link for the type of phone you have, either iPhone or Android.

    4. Download the app on to your smartphone and then open it up (you can stop here)

  • CFG Dignified Choice Whole Life

    1. from your smartphone browser go to http://www.AllianceQuoting.com​

    2. scroll to the CFG section and note the password for the final expense whole life quoting tool - alliance

    3. where it says Mobile App (FE): click on the appropriate link for the type of phone you have, either iPhone or Android.

    4. Download the app on to your smartphone and then open it up (you can stop here)

9)  When you log in to the boot camp make sure you are on a separate device from your smartphone.  The interactive nature of this boot camp will require you to watch the webinar on your laptop or tablet while running quotes on your smartphone.  Doing all of this on one device will be frustrating for you and will severly diminish the effectiveness of the training.

Prep for Boot Camp Session 2 - Phone Script and In Home

Mike will Share the Materials and websites required at the end of Session 1.

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