Direct to TMG Agent Guide
Welcome to Tidewater Management Group! Our entire team is so excited that you have chosen us as your business partner! Now that we are in business together, we want to make sure that you are fully trained and aware of all the resources available to you. Click on each step below to learn more.
Step 1 – Once your contracting is submitted to us
• Product-specific material sent to you for review
• All necessary agent information will be collected
Step 2 – First week after writing number is received
• Initial new agent call – a new voice
Welcome to TMG from Agent Support (short video?)! We are excited to welcome you to the team. Expect to hear from a TMG Agent Support team member soon.
• Agent Portal Registration
• Schedule in-depth training for any products you request
• Get you registered for our quoting tool & VIP Portal
• We will order materials required for you to begin writing business
Step 3 – First 30 days after writing number
• Begin product specific one-on-one training
How to sell producteApp trainingWho would benefit from this product (targeted lead discussion) to be used with existing book first – What is your “low hanging fruit?”
• Helping you write your first piece of business
• TMG co-op’s/incentives or carrier specific production incentives
Step 4 – First 90 days
• Additional material orders
Order supplies anytime on our website
• What else Agent Support can do for you
Succession planningBuilding an agencyBusiness organization assistanceProduct illustration and underwriting/risk assessmentsHelp resolve client issues ranging from missing cards to claimsMAPD plan comparisonDrug/doctor look upMAPD annual certification assistanceAHIP transmissionCarrier certification navigationCompliant seminar prep and filing with carriers
Step 5 – Ongoing support
• Marketer Follow-up
• Discuss agent expectations or needs moving forward
• How to ask for help/What we can do to assist