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Welcome to Just Serve. Start with the path that matches where you are today. You do not need to complete every page in this playbook.
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The short version: Licensing / transfer review → Pre-Contracting Training → Sales Strategy Call with Heather → HCMS + carrier contracting → Systems + Pre-Launch → First 30 Days.
You do not need to figure out the whole playbook at once. Start with the section below that matches you today and follow the Next Step at the bottom of each page.
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Your path: Get licensed → complete Pre-Contracting Training → book your Sales Strategy Call with Heather → contracting → systems/pre-launch → First 30 Days.
Start now: 2A. Getting Licensed.
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Fast Track: Agents who join unlicensed may qualify for a 75% starting comp by completing the licensing course within 14 days of joining and passing the state exam on the first attempt.
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Your path: Pre-Contracting Training → book your Sales Strategy Call with Heather → HCMS + contracting → systems/pre-launch → First 30 Days.
Start now: 3. Pre-Contracting Training.
After training, Heather confirms your lead strategy and starting comp before Brooke sends HCMS.
Your path: Transfer review + Pre-Contracting Training → book your Sales Strategy Call with Heather → approved contracting path → systems/pre-launch → First 30 Days.
Start now: 2B. Transfers & Releases and complete 3. Pre-Contracting Training while your carrier situation is reviewed.
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Do not submit duplicate carrier applications or request releases until Brooke confirms the correct path.
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