YOUR CONTRACTING JOURNEY
From signed documents to "Ready To Launch" here is every step, in order.
Questions at any point? Reply to your onboarding email or text your recruiter directly.
STEP 1 - ALL AGENTS
Sign Your Zoop Agreement
What You Receive
Your Independent Contractor Agreement sent via email
Includes your NDA and agency provisions
Sign electronically - takes under 5 minutes
What Happens Next
Once signed, you will receive a welcome sequence
You will get a link to book your Pow Wow with Robert
If you have not signed within 48 hours, you will receive a reminder text and your recruiter will follow up
STEP 2 - ALL AGENTS
Pow Wow with Robert
Book your 45-minute Pow Wow using the link in your welcome email. This call sets everything in motion.
Your Niche
What you will sell and who you will serve.
Your Carriers
Robert determines which contracts you need based on your niche and existing carrier relationships.
Your Path
After the Pow Wow, back office marks your carriers and your contracting emails start coming. You do not have to track anything.
STEP 3 - ALL life licensed AGENTS
IMO Contracting
Every agent contracts with both Five Rings Financial and True Solutions. Which carrier handles your National Life Group appointment depends on what Robert determined in your Pow Wow.
Five Rings Financial
Primary IMO
What you do:
1. Schedule your face-to-face background check
2. Pay $89 through the Five Rings portal (link in your email)
3. Show up for your appointment
What you get:
Contracted with National Life Group for Life and Annuity - if Robert confirmed you can move your NLG contract.
TruSolutions
Runs Alongside Five Rings
What you do:
Follow the instructions in your True Solutions contracting email.
What you get:
Contracted with Nationwide and Symmetra. Also handles your National Life Group appointment if you cannot move your existing NLG contract.
You will need to tell us if you are licensed with specific carriers currently and if you plan to move your contract or not. We will only be asking for the primary carriers we work with to begin with to minimize the info needed.
AS NEEDED - BASED ON YOUR NICHE
Additional Carrier Contracts
Robert marks which of these apply to you in the Pow Wow. Each one fires separately when back office is ready.
You will receive a dedicated email for each.
BioFlex
Employer Benefits
For agents selling Zoop Essentials to employers. You will receive instructions and what to expect.
Colonial
Voluntary Benefits
For agents selling voluntary benefits. You will receive your Colonial appointment instructions.
Other Carriers
Just IN Time
For agents selling other strategies, we will send "Just In Time" contracting as needed.
RUNS ALONGSIDE CONTRACTING
Your Zoop CRM Account
While your contracting is in progress, your personal GoHighLevel account is being built.
You do not have to do anything - you will receive each item below as it is ready.
Booking Page
Your personal appointment booking link, ready to share with prospects.
AI Coach
An AI that reviews your sales calls and helps you get better. Not two weeks from now, today.
Contact Page
A clean, professional page with your name, bio, and booking link - ready to send.
Call Recording
Fathom connected to your account so every call is recorded and transcribed automatically.
Your first 3 months are at no cost. After that, choose the plan that fits your business.
Starter ($47/month) or Full Suite ($297/month) - our tech team will walk you through the difference.
THE FINISH LINE
You Are an Active Agent
What You Receive
• An email from Emily confirming you are fully contracted
• A personal text from Robert
• Access to the Zoop Crew resource hub
• Everything you need to start writing business
What Happens Next
You are live. Your AI coach is active. Your booking page is ready. Your carriers are in place. Go find your first client.
Questions? Contact your recruiter or email [email protected]
This page is for active Zoop agents and recruits only. Not for public distribution.
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Zoop Benefits is a licensed insurance and annuity agency. We are not a registered investment adviser, tax preparer, attorney, or CPA firm, and we do not provide investment planning services. Insurance and annuity products are not bank deposits and are not insured by the FDIC or any federal government agency. They are backed by the financial strength of the issuing insurance carrier and, within applicable limits, by state insurance guaranty associations. Carrier financial strength ratings (e.g., AM Best A+) reflect an independent opinion of a carrier's ability to meet its obligations — they are subject to change and are not a recommendation to purchase any product. Results shown on this site reflect specific client circumstances and are not guarantees of future outcomes. Not affiliated with the IRS, SEC, VA, DoD, or any government program. Full Disclosures Here.
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