Your Path to Success

Remember, this document was built specifically for you.
It’s not a generic guide — it’s a custom plan that reflects your background, your goals, and your community. But simply having a plan isn’t enough — what matters now is that you use it.

👤 Personal Brand Identity

What it is:
Your story — but professionally reframed for our industry.

How to use it:
Introduce yourself with this when networking or presenting. Use it to explain why you do what you do (people resonate with your “why”). Add a version of this to your bio, email signature, social media, or agent flyer.

🎯 Your Brand Angle

What it is:
5 simplified ways to position yourself in the market.

How to use it:
Choose 1–2 angles that feel natural — and start using them in your outreach. Use this as the tagline in your scripts, content, or when people ask “What do you do?” You don’t need a logo to have a brand. This is your brand.

💬 You Connect Best With

What it is:
The 10 communities where you already have natural access, or easier access into — and how to reach them.

How to use it:
Pick 2–3 groups to focus on your first month. Follow the exact outreach actions — no guessing. Use the sample venues and “Tips from Evan” to get in the door. This is your lead generation engine — powered by you!

🗓️ 3-Stage Weekly Success Plan

What it is:
Your work plan — customized to your current commitment level and a preview of what “more” would look like.

How to use it:
Start with the schedule that matches your time (part-time, transition, or full-time). Follow the exact weekly actions — just follow the checklist. Stick with it for 4 weeks. You'll start to see momentum. Your goal is to consistently increase your enrollments to meet and exceed your goal you set. We can do a check-in to run your enrollment goals again to keep it updated for your growth.

🧰 MedicareCENTER + LeadCENTER Integration

What it is:
Your tech advantage — explained in plain English to give you ideas on how to leverage the tech tools you have access to for free to achieve your personal goals and grow your business efficiently!

How to use it:
Use MedicareCENTER as your control center: quotes, tracking, follow-up. Use LeadCENTER to fill your pipeline: purchase leads by ZIP, age, or language. Use the “How to Use Both Together” table to maximize your growth faster.

📬 Flyers, Consent Cards & Support

What it is:
The marketing toolkit most agents wish they had from Day 1.

How to use it:
Email Vanessa and ask for 1–2 flyers to match your top outreach groups. She is an absolute wizard but can only create something as effective as the information and direction (if needed) that you give her. Also, get your Consent to Contact forms and business cards printed right away. These are your professional leave-behinds — and they help you stay compliant.

🔒 Why This Matters

What it is:
This document isn’t just information — it’s a shortcut past the trial-and-error that burns out most new agents.

How to use it:
You’re not starting from scratch. You’re starting with structure, tools, and a strategy. You still have to put in the work — but this guide shows you where to focus your time and energy so you can build something that lasts.