Agent Resources
The Middle America Financial Agent Resources center provides tools, training and information to help our agents get licensed, complete carrier contracting, develop their sales skills and grow their insurance business. Whether you are working toward your first insurance license or are an experienced producer expanding your business, this page gives you quick access to many of the resources you may need.
Use the resources below to access licensing and contracting information, agent training, carrier resources, sales tools, product guides and agency-building materials. We recommend bookmarking this page and returning regularly as additional training and resources are added.
Get Licensed
Pre-Licensing Course
If you are not currently licensed, Middle America Financial can help you begin the process of obtaining your life insurance license. We provide access to a pre-licensing course through XCEL Solutions and can provide eligible agents with information about available course discounts or vouchers.
After completing your pre-licensing education, you will need to satisfy your state's examination, application, background check and other licensing requirements before you can transact insurance business.
Register: Schedule a Call with Leanne
Request your exclusive Discount Code to take the course.
Apply For Your License NIPR.COM
Get Contracted
Once you are licensed, the next step is completing your carrier contracting and appointment requirements. Middle America Financial uses GATEWAY to help agents complete and manage the contracting process with participating insurance carriers.
Carrier approval is required before an agent can solicit or submit business with a particular insurance company where appointment is required. Contracting requirements and processing times vary by carrier and state, so agents should monitor their contracting status carefully.
The Process
After submitting your contracting requests, monitor Gateway and your email for status updates, outstanding requirements and carrier communications. Follow up with each carrier approximately five business days after your contracting status changes to Carrier to verify that your paperwork has been received and determine whether any additional requirements are needed.
Make sure your Errors & Omissions (E&O) coverage is current and meets applicable carrier requirements. Agents who use the available FFL E&O program can access the pricing information through the link provided below.
Carrier contact information is also available below if you need to follow up directly regarding an appointment or contracting requirement. Be sure to monitor your inbox—including spam and promotional folders—for carrier emails and appointment confirmations.
Agent Training
Ongoing training is an important part of developing a successful insurance business. Middle America Financial provides agents with access to training designed to strengthen product knowledge, prospecting, appointment setting, needs analysis, presentations, objection handling, underwriting and case placement.
New agents can use the training resources to learn the fundamentals of the business, while experienced producers can continue developing their skills in areas such as Indexed Universal Life, annuities, mortgage protection, retirement strategies and agency building.
Use the training resources below regularly and participate in available agency training sessions to continue improving your knowledge, activity and effectiveness with clients.
Access the Bootcamp
Useful Documents
The resources below provide quick access to commonly used sales, product and client-planning tools. Use these documents to prepare for appointments, identify client needs, improve your presentations and access information that can help you move cases from the initial conversation through application and placement.
Resources may be updated periodically, so agents should use the most current version available and verify carrier-specific product information before presenting recommendations to a client.
Get Connected
Staying connected with the agency is one of the best ways to keep up with training, carrier updates, sales ideas, upcoming meetings and new resources. Agents are encouraged to participate in agency communications and training opportunities rather than trying to build their business entirely on their own.
Use the resources below to connect with Middle America Financial, participate in available training and stay informed about information that can help you develop your business.
FFL Corporate Emails (Sign Up)
Request Discord Access
Agency Building
Agents who want to grow beyond personal production can use the resources below to develop the skills needed to recruit, train and support other insurance agents. Building an agency requires a different set of skills than personal sales, including recruiting, onboarding, leadership, accountability and agent development.
The goal is not simply to recruit more agents, but to help those agents become knowledgeable, productive professionals who can successfully serve their own clients. Developing repeatable systems for licensing, contracting, training, prospecting and sales can help create a stronger and more sustainable agency.
Use the agency-building resources below to strengthen your recruiting and leadership skills and develop a process for helping new agents progress from licensing and contracting to consistent production.
Email: info [at] middleamericafinancial [dot] com
Phone : 888-403-5081
Address : 4701 Trousdale Dr., Suite 119, Nashville, TN 37220