New Licensed Agents

Step One: Get Contracted

UniTrust Financial Group is now partnered with Vector-One database. UniTrust will check all agents against this database and will report any outstanding carrier debt. Click here to sign authorization.

This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O is required to contract with UniTrust and our Insurance Carriers. UniTrust Financial Group has a special group pricing arranged with 360 Coverage Pros. They will set up monthly installments for this coverage. Choose option “B” which covers life & annuities. Save a PDF Copy of your coverage certification. Click here to obtain E&O.

Complete the REQUIRED Anti Money Laundering training. UniTrust has partnered with WebCE as a preferred provider. Upon completing the course take a screenshot and save it and convert as a PDF in upcoming steps. Click here to complete required AML.

Gather and Convert all these documents as individual PDF’s:
Copy of Driver’s License​
Copy of state insurance license(s)
Voided Check- # must be over 100 or Bank Deposit Letter
E&O
Click here to convert to PDF.

The insurance carriers require each appointee to complete background questions to process your application for appointment. You will also upload all of the pdf required documents from the previous step into your background.
Click here to complete background profile.
Click here to complete carrier profile.

Once your background profile is complete, our office will review and complete your individual applications to the carriers. You will receive individual emails from Surancebay or AgentSync. Some additional questions may be required for each individual carrier. After the carrier approves your contract, you will receive a welcome email with your agent ID (writing number). Log into the carriers website directly and save the homepage to your favorites tab. Be sure to add these into your MYUniTrust dashboard under “My Profile”.

Step Two: Leads, Scripts & Other Critical Resources

Learn about the types of leads we offer. SAVE this document. Click here to download.

Control what you can control. Don’t sweat the rest. Learn about our setting appointments, making sales, and agency development ratios. Click here to download.

Download and SAVE this document. Learn the scripts for each type of lead we work with and schedule appointments! Click here to download.

Hold yourself accountable each day by using the dial tracker. Numbers don’t lie! Click here to download.

Did your lead not answer? Don’t give up! Use these texting scripts to help you get in touch with your client. Click here to download.

Master running appointments with our Sales Guide. SAVE this document and use it during EVERY appointment. Click here to download.

Know your objection handlers like a pro! Learn and practice these and you will see great results. Click here to download.

Step Three: Understanding The Process

Mortgage Protection is a way for homeowners to ensure that if they pass away before their debt on a property is paid off, that their loved ones will receive a cash benefit so that they are able to continue to make payments or fully pay the mortgage off to prevent foreclosure or loss of equity.

80% of your business will be critical period! The best coverage is the coverage that they can get approved for TODAY! Click here to watch a video to learn more.

Click here to watch.

Set yourself up for success with a set schedule! Below is a sample schedule. Be sure to build your calendar like this to hold yourself accountable! Click the image to download. Click here to learn how to set up your calendar on MyUniTrust.com.

Visit the “Resources” tab in the agent portal for additional information! Click here to visit.