New Agent Training Menu - Tidewater Management Group

TMG New Agent Training

We provide a weekly training to our new agents to introduce you to the resources you have available to help you sell.

VIP Portal

Resources available in our exclusive portal as well as a tour around our main website.

TMG University

Our training module that is updated every time we create a training for our agents. Watch whenever you want!

Mobile & Desktop Quoting Tool

Learn how to take full advantage of the quoting tool we provide for you to use. From quoting to underwriting filters, it is so powerful you can't live without it.

T65 Locator Tool

We have a tool that will give you the address of all the people turning 65 in your area.

Click here to register

Additional Training We Offer Our Agents

TMG Resources for Agents

TMG Lead Co-op program and how it works
TMG New Agent Fast Start Program
TMG Referral Program
TMG Life Insurance Cheat Sheet
TMG Email Subscription to stay in the loop with market updates
TMG Exclusive Facebook Group
TMG Discounted E&O coverage
Medicare Center

TMG Marketing Training

How to compliantly market yourself and your brand on social media
Trusted Lead Vendors for direct mail, live transfers, CRM's, and voicemail leads
How to generate more referrals
Client Retention
Customized marketing materials
In home sales presentation for Final Expense
Website Assistance: How to set up a website that helps drive traffic to your sales cycle
Cross-selling strategies and carriers that are competitive for cross-selling

TMG Sales Training

Prospecting
Following up
Setting Appointments
Obstacles in the appointment
Closing
Face-to-face training (certain markets)
Ride along training (certain markets)

TMG Contracting Process

Learn how our contracting team operates and what to expect once your contract has been submitted to your team at TMG
How to apply and add a non-resident state to your carrier appointment

TMG Medicare Advantage Training

Succession Planning
Compliance
MAPD Certification overview

Carrier / Product Training

TMG team to go over carrier niches and how to pivot in an appointment based on client's health, prescription drugs, etc.
Carrier Enrollment Processes: Phone Sales/E-apps/Paper Enrollment processes
TMG Starting an Agency
TMG to cover the steps it takes to begin your agency and the benefits of starting an agency