New Agent Workflow
From getting contracted to entering your first application. The full first-90-days path, including the step that stops returned policies. Open →
AGM Group
One place for how we do things. Contracting, licensing, selling, follow-up, and building your team — written down, searchable, and the same for every agent.
The four core procedures
Section titled “The four core procedures”Sales Process
Prospecting, the presentation, and closing. The way AGM runs a sit, start to finish. Open →
CRM Follow-Up
How to log a lead, set the next touch, and work the pipeline so nothing goes cold. Open →
Duplication
How a partner turns one good agent into a team. Recruiting, contracting a downline, and training them to do the same. Open →