ORACLELIFE SOLUTIONS
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For Oracle Agents

The Agent Hub

Everything you need to get licensed, get dialing, and get paid — organized so you're never hunting for a document mid-call.

Start Here

New Agent Roadmap

Your step-by-step track from day one to consistent income. Four phases, thirteen steps, and a clear "done when" for each one — so you always know exactly what to do next.

Open the roadmap →

Daily Drivers

What you'll open every day

The handful of tools that run your day. Bookmark this page.

📋EOD TrackerSubmit daily ⚡Integrity ConnectQuick quote 🗣️Fresh Lead ScriptPrimary script 🛡️Objection SheetRebuttals ☎️Carrier ContactsHotlines & logins 💬Get HelpSlack & Discord

The Track

Four phases from day one to consistent income

Know where you are and what unlocks the next stage. Full detail lives in the roadmap.

Phase 0

Launch

Days 1–7
  • Get licensed & contracted
  • E&O coverage in force
  • Import FFL bookmarks
  • Build your lead plan with your leader
  • Finish carrier certifications
MilestoneLicensed, contracted, ready to write
Phase 1

First Reps

Weeks 1–2
  • Master the Fresh Lead Script
  • Know your top 5 objections cold
  • Shadow 3–5 live calls
  • Start dialing volume leads
  • Daily call review
MilestoneFirst submitted app & first issued policy
Phase 2

Consistency

Weeks 3–8
  • Hit activity numbers daily
  • Submit the EOD tracker every day
  • Reinvest into leads
  • Protect persistency
Milestone2+ weeks consistent activity & clean persistency
Phase 3

Level Up

Month 3+
  • Get on a CRM & dialer
  • Go deeper on carriers & underwriting
  • Broaden products (IUL, term, MP)
  • Optional: start building a team
MilestoneMonthly AP goal set and reverse-engineered
Open the Full Game Plan

The Numbers That Matter

Starting targets for volume-lead FE dialing

Directional, not gospel — replace with your team's real data as it comes in.

150–250+
Dials / day
15–30
Contacts / day
3–8
Presentations / day
3–8
Apps / week
2–6
Issued / week
$500–900
AP per FE app
2 weeks
To first sale
High
Persistency

Document Library

Everything, organized

These open your Oracle Agents Drive. If you hit a "request access" screen, make sure you're signed into the Google account we set you up with.

🚀

Onboarding

The New Agent Roadmap, the Game Plan, and the FFL bookmarks import so every portal is one click away.

00_New_Agent_Onboarding Open folder →
🗣️

Scripts & Objections

Fresh Lead Script, Ethos script, live transfer flow, volume lead opener, and the objection sheet.

01_Scripts_and_Objections Open folder →
📊

Trackers

The EOD Activity Tracker plus the daily spread, client info sheet, and sales tracker.

02_Trackers Open folder →
🏛️

Carrier Information

Product cutsheets, rate cards, and a folder per carrier. Contacts and logins live on the Carriers page.

03_Carrier_Information Open folder →
🩺

Underwriting Guides

Final expense and IUL/term underwriting guides, medication cheat sheets, and drug guides for field underwriting.

04_Underwriting_Guides Open folder →
🎓

Licensing

State licensing requirements and costs — everything you need to get legal and stay compliant.

05_Licensing Open folder →

Jump Straight In

Frequently used files

Getting Started

RoadmapOpen →
Game PlanOpen →
Bookmarks importOpen →
Bookmarks guideOpen →

On the Phones

Fresh Lead ScriptOpen →
Objection SheetOpen →
Ethos ScriptOpen →
FEX live transferOpen →
Volume lead openerOpen →

Field Underwriting

Final Expense guideOpen →
IUL / Term guideOpen →
Meds & conditionsOpen →
Medication cheat sheetOpen →
Aetna drug guideOpen →

Track Your Business

EOD Activity TrackerOpen →
Sales trackerOpen →
Daily spreadOpen →
Client info sheetOpen →

Carriers & Products

Product cutsheetsOpen →
Carrier foldersOpen →
Logins & hotlinesOpen →
Quick quoteOpen →

Licensing & Training

State license costsOpen →
Licensing folderOpen →
Weekly trainingOpen →
The ForgeOpen →

Who to Ask

Never sit stuck

Slack is our team home — that's where questions get answered. Discord is where we meet live to dial together.

#new-agent-start-here

Onboarding, licensing, contracting, access — anything about getting started. There's no dumb question your first month.

#coaching-and-scripts

Call help, script questions, objection handling, and call reviews.

#leads-and-carriers

Carrier questions, underwriting, placement, and lead strategy.

🎧 Discord — the virtual sales floor

This is where the team meets to dial together. Hop room to room and shadow anyone who's on a call or in a presentation — especially during your first two weeks. Live reps beat reading every time.

Stuck on something?

Your leader is one message away

Post in Slack or reach out directly. We'd rather answer a question early than fix a problem late.

New? Step Into The ForgeWeekly Training →
Open the Roadmap