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New Agent

Get a head start on 2025 with our exclusive Agent Planning Guide!

This essential resource is packed with helpful tools, key tasks, and crucial information to help you stay organized and ahead of the game. Designed for seamless planning, the guide is divided into quarterly sections, making it easy to set goals, track progress, and stay focused throughout the year.

tools Tools & Raters

Marketing Materials

Join Empower

  1. Log-In/Create Account on SureLC.
  2. Request Contracts.
  3. Complete carrier certification if applicable.

EBI Portal

  1. Log into the Empower Agent Portal.
  2. Navigate your Agent Portal.
  3. Complete the Agent Orientation Training.
  4. Request access to additional trainings if needed.

Regional Sales Director (RSD)

  1. Create a Marketing Plan with the help of your RSD.
  2. Begin the Time Blocking Business Plan Calendar.
  3. Sign up for your RSD’s recurring Meetings.

Commissions

  1. Submit necessary documents to the Empower Commission team to set up your payment method of choice.
  2. Review the Commission FAQ page and address additional questions with your Regional Sales Director.

Product Specialist

  1. Sign up for weekly trainings with our product specialists.

Tools & Lead Programs

  1. Request and Set up access to quoting and enrollment tools.
  2. Learn about the Empower Lead programs that could benefit you.

Carriers

  1. Learn how to navigate each carrier portal.
  2. Review & Practice each carrier application process.
  3. Order carrier sales materials.
  4. Begin connecting with your local carrier reps. Maintaining good relationships with carrier reps may afford you extra opportunities or marketing assistance.

Marketing

  1. Locate & Download marketing materials from the Empower Agent Portal.
  2. Sign up for monthly social media trainings (gain access to a yearly content calendar workbook when you do!)
  3. Download & review the yearly agent guidebook from the portal.

Prospecting

  1. Begin calling Prospects.
  2. Begin running prospecting events and activities in your community

Set up commissions now and get paid the way that works best for you!

Set-Up Commission

Get To know Your RSD

Your Regional Sales Director (RSD) is your go-to resource for success, providing expert guidance and local leadership to help you grow. They empower you with:

  • Specialized Expertise – Access subject matter experts across Medicare, ACA, Life, Annuity, Group, & LTC.
  • Localized Training & Knowledge – Stay ahead with tailored insights and strategies for your market.
  • Marketing Plans for Growth – Develop targeted strategies to help you achieve your business goals.
  • Joint Field Work – Gain hands-on support in the field to strengthen your sales approach.
  • Carrier & Representative Connections – Your direct link to carriers and their representatives.
  • Relationship Liaison – Build strong partnerships to expand your network and opportunities.

Your RSD is here to Support, Guide, & Elevate your business every step of the way!

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