I have made an account, now what do I do?

Make sure your profile is complete and take professional development courses.

The first one is the marketing side of your profile… Professional photo: Our analytics show that people who upload photos to their profile are 87% more likely to be selected for enrollments.

 

Providers & solutions: Add any carries & Ben Admin platforms you’ve worked with in the past.

Personal Biography: Share a short paragraph that helps set you apart from the pack. You can mention your professional work experiences, time in the industry and anything else that may help distinguish you from the pack.

Video vignette: Don’t stress too much over this, a simple “Hello, my name is…” followed by a few sentences of why someone should select you for their case. Guru’s who upload videos are 42% more likely to receive an offer to work on a case.

Here is a like on how to set up your video and a few examples of some great videos our Guru’s have made.

The second is the Housekeeping side of your profile…

Load your NPN: Your Nation Producer Number or NPN, this will automatically pull all state licenses and carrier appointments. If you do not enter this into the system you will not appear when people search for Gurus.

Banking Information: You want to get paid right? Entering your bank account and tax info will allow us to send you a 1099 at the end of the year. This is done by clicking “Set Up Payment” which will connect you through a secure link to our third-party payment processor “Payment Rails” Once there, follow the directions to complete and save both items.

E&O: Add a copy of your E&O many brokers will look for this on larger cases.

Availability preferences: Are you free for Virtual, face-to-face or both?

Professional development: Enrollify has the largest library of training and development in the industry. The more courses and training you take the higher your Guru score will be which gives you more opportunities to enroll.