The 10-Step
Path to Production
Work through each step in order. This is the foundation every successful Smith agent builds on.
Start at Step 1 →The 10 Steps
Set Up Your Systems
Get your accounts, tools, and workspace ready before you write a single policy.
Create a Plan
Set income goals and reverse-engineer a daily activity plan.
Order Leads
Learn the lead types available through SFG and how to place your first order.
Calling Your Leads
Scripts and strategies for getting appointments over the phone.
Know Your Best Product
Match the right product to each client from your carrier portfolio.
Preparing Your Options
Run quotes, build your leave-behind, and prepare for the appointment.
Client Presentation
A consultative presentation that builds trust and closes naturally.
Writing the Application
Take the application accurately — on or offline.
Submitting Business
Get your application to the carrier correctly so it gets issued fast.
Getting Paid
Understand your commission structure, advances, and payment schedule.