Everything you need to go from unlicensed to closing — licensing, contracting, systems, the class, the daily grind, and the plays. Read it top to bottom once. Then live in chapters 06 and 07.
GSB exists to let you build a business you actually own — your clients, your residuals, your book. In exchange, we hold one line: every recommendation must be right for the client — clear, compliant, and honest. Hit that bar and everything else here is designed to make you money.
Sign up at xcelsolutions.com and enter partner code MoneyTeam at checkout. Watch every video, take every section quiz, and only go back to the readings for anything you missed. Finish with the course certification exam.
Three 200-question practice exams close the course. Score 85–90%+ consistently before we book your state exam — walking in at 70% is how people burn attempts.
$44 per attempt, five attempts allowed, 70% passes. The moment you pass, we schedule fingerprints (~$50) and submit your license to the state. Target pace: course in week one, exam in week two.
Register with an email you have never used on SuReLC before. You're contracting under Take Control Insurance Agency (Messer Financial) — their agent line is 704-568-9649 if you get stuck.
Register at portal.cms.gov, complete the profile and Marketplace training, download the certificate, and upload it to SuReLC. No cert, no ACA sales — this is the federal gate.
Back in SuReLC, request appointments from the current carrier list (in the packet below). Log every request in your Carrier Tracker the moment you send it.
Every carrier emails you separate finishing steps. Until you complete each carrier's email instructions, you are not contracted with that carrier. Check the exact inbox you registered with, daily, until every tracker row says done.
Allstate–UHOne requires two documents submitted together: the Agent Profile and the STM Electronic Contract. Both are below — complete and send both, or the contract stalls.
Set up your LLC and EIN — the guide below walks it end to end. Commissions to a business, not a hobby.
Sign up at SalesGod first, then apply the group enterprise discount: open the left-side menu → near the bottom click Subscriptions → toggle the top of the page from Yearly to Monthly → enter code Mydatadealer. Build your pipelines, tags, and drips inside SalesGod — the structure is what makes the same leads pay double. Re-campaign anything cold every 30 days.
Set up your SalesGod booking link and put it in every text, email, and signature. If a lead can’t self-book, you’re leaving appointments on the table.
Use the P&L workbook from day one — leads in, premium out, profit visible. The Gold Standard Tracker is where every positive response and every deal lives.
Two weeks, foundations to execution. Each day has lesson decks (T1, T2…) and a test — do them in order, don't skip tests. When the class is done, prove it: run the drills, the simulator, and the certification assessment in the Agent Academy.
Master the Day-1 flow: intro → quote ranges → duplicate-lead notice → under-30 angle, all inside minutes. Then let the drips do the patient work — quoted, ghosted, re-engage, bank-draft-fail, open-enrollment countdown. Every play is scripted below; never send personal info without your FTA/FSL.
The GSB 2026 script is the spine of every call — drill it interactively in the Agent Academy, keep the paper copy for margin notes, and run the streamlined objection flow until answers are reflexes.
The private-market rule of thumb: mild and controlled only — stable, medicated, no hospitalizations, no ER visits. Learn the cheat sheet cold and how to list meds and conditions on the application so cases place the first time.
Thirty-plus real Explanations of Benefits — wellness visits at $0, labs, ER, surgery, a MedGuard payout. When a client says "does this stuff actually pay," you don't argue. You show.
Carrier depth lives on the Field Desk — every plan, every state, every rate. The UHC brochure shelf and the full B2B kit (scripts, census forms, proposal emails) are in the vault below when you're ready to walk into businesses.
What counts: supplemental sales stacked on ACA enrollments — Life X, GigCare, SGIC, Allstate, UHC, Medical Mutual, Aetna. ACA base policies alone don't count; the money is in the stack. $2M counted = the equivalent of $1M in USHealth Group plans.
Learn to stack every enrollment. Activity standards, pipeline built.
Consistency. Cross the million and unlock the comp increase + AAA Rated Broker title.
Systems compounding — drips, referrals, renewals working for you.
A first-year professional, operating at the gold standard.
The complete library, cleaned and organized. Training videos live in the GSB Team Drive — ask your leader for access.
