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🏠 Home
Training
🗓️ Training & Event Schedule
🎓 Training Courses Menu
🚀 Fast Start System (New agents start here)
💊 Medicare Course
🏛️ Athene Foundations: The Core 10
Contracting
📝 Contracting
🤝 Hire Agents
🧰 Tools
📊 Comp Grid
Health Insurance
📘 Medicare Course
🗂️ Medicare Resource Hub
🔥 Medicare Sunfire Center
🏥 ACA (Marketplace)
💳 Hospital Indemnity
🧮 Quotes
🗂️ Team Drive
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CRM Login
Onboarding + Scheduler (Full Checklists)
0/100
Getting Started
🔄 Reset Progress
Phase 1
Phase 2
Phase 3
Phase 4
Phase 5
Phase 1 — Suit Up
35%
Complete Gameplan Financial Getting Started Course
5%
Submit Five Carriers through SureLC
10%
Join Gameplan Band Chat
2%
Log into Curious Camel CRM
1%
Attend a Wake Up & Win Sales Call (Live or Replay)
7%
Attend First Monday Huddle (Live or Replay)
2%
Weekly Schedule (Phase 1)
Apply This for 6 Weeks
No schedule set yet
Phase 2 — Learn the Playbook
34%
Study the Gameplan Phone Script (Telesales)
5%
Study In-Home Script
5%
Review the “Objection Handling” Library
3%
Practice Script with a Partner or Manager
3%
Learn the Gameplan Production Tracker
2%
Learn to Quote & Present in Curious Camel CRM
3%
Learn to Use Insurance Tool Kits
4%
Complete Phase 2 Quiz
2%
Phase 3 — Game Time
34%
Make Your First Call
3%
Log All Calls in Curious Camel CRM
2%
Track All Calls & Apps in the Production Tracker
2%
Attend at Least One Team Call Blitz or Power Hour
3%
Record & Review a Live Call with Your Leader
3%
Reach 25 Calls in a Session
3%
Reach 50 Calls in a Session
5%
Give Your First Presentation / In-Home Appointment
4%
Give Your 3rd Presentation / In-Home Appointment
4%
Give Your 7th Presentation / In-Home Appointment
5%
Phase 4 — Winning Plays
60%
Submit First Application Successfully
35%
Confirm First Policy Approval
10%
Log Sale Activity in Curious Camel CRM
5%
Log Into Carrier CRM & Confirm Policy Visibility
3%
Track the Sale to “Issue Paid” Status
7%
Phase 5 — Legacy Mode
15%
Confirm First Commission Deposit
6%
Log into the Carrier & Email Commission Statement to
[email protected]
2%
Found / Placed the Lead → Now in Client Retention Opportunities
3%
“I Now Know I Can Do This Over and Over” Declaration
1%
Conduct Phase 5 Fast Start Completion Coaching Session
3%
0%
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