Your Path
Already Licensed
Licensed producer joining AO? Follow these 8 steps — from license transfer through your first independent leads.
Your Onboarding Documents
Download and keep these handy throughout your onboarding process.
New Producer Onboarding Checklist
PDF download
New Producer in Training
PDF — producer training guide
Licensing Week Agenda
PDF — licensing week schedule
HP Pro & Eapp Pre-Release
PDF — platform training
Controlled Business
DOCX — compliance guide
2027 Producer Commissions & Bonuses
PDF — compensation overview
AO Mobile Planet Appointment Training
PDF — platform training
Closing Out the eApp
PDF — eApp submission guide
Two-Day Follow-Up Reminder
Send the Client Post-Enrollment Guide to your client 1–2 days after their policy is underwritten. This is a required step in your producer training.
Client Post-Enrollment Guide
PDF — send to client 1–2 days after underwriting
AO Producer Academy — Path to Production
PDF — complete producer overview
Your Progress
0 of 8 complete
Your Immediate Focus
Complete your license transfer ◆ Activate all four systems ◆ Complete your AIL appointment ◆ Begin Day 1 training
Transfer & Activate
License Transfer & AO Appointment
- ◆Submit your license transfer paperwork to move your existing state license to AO Globe Life.
- ◆Complete your AIL (American Income Life / Globe Life) agent appointment — you will receive a temporary agent number.
- ◆Do not write any business until your appointment is confirmed and your agent number is active.
- ◆Your manager will guide you through the paperwork — reach out immediately if you have not started this process.
Get Connected
System Access Setup
- ◆Activate your AO Planet account — watch for the verification email and complete your profile.
- ◆Log in to HP Pro and confirm you can access your dashboard.
- ◆Download and set up AO Mobile on your phone.
- ◆Confirm access to eApp and complete a test login.
- ◆All four platforms must be active before you begin Day 1 training.
Know Your Products
Day 1: Products & HP Pro Assessment
- ◆Complete the full product overview — understand the core product portfolio you will be presenting to clients.
- ◆Study the Super Combo and Senior Combo product structures.
- ◆Complete the HP Pro assessment to demonstrate platform proficiency.
- ◆Review the product comparison charts and underwriting guidelines.
- ◆Ask your manager to walk through any product you are unclear on before moving to Day 2.
Book Your Appointments
Day 2: Phone Script & AO Mobile
- ◆Memorize and practice the phone script until you can deliver it naturally and confidently.
- ◆Set up AO Mobile and learn how to pull and work your lead list.
- ◆Begin booking appointments — your mentor must be present for your first supervised production block.
- ◆Complete the 48-hour supervised production check: book appointments with your mentor watching.
- ◆Your mentor will sign off once you have demonstrated consistent, professional phone performance.
Write Your First App
Day 3: Super Combo eApp
- ◆Learn the Super Combo product inside and out — this is your primary product for most client households.
- ◆Complete a full eApp submission for a Super Combo policy from start to finish.
- ◆Practice the submission process until you can complete it without assistance.
- ◆Review the eApp confirmation and understand what happens after submission.
Expand Your Portfolio
Day 4: Senior Combo
- ◆Complete Senior Combo product training — understand how it differs from the Super Combo.
- ◆Learn which client profiles are the best fit for Senior Combo coverage.
- ◆Practice presenting the Senior Combo benefits clearly and confidently.
- ◆Complete a mock Senior Combo eApp submission for review.
Prove Your Readiness
Day 5: Recorded Mock Presentation
- ◆Study the Presentation Script before recording — follow each section in order.
- ◆Deliver a full benefits presentation from start to finish as if you are in front of a real client.
- ◆Record the presentation — video and audio must be clear.
- ◆Submit the recording to your manager for review and feedback.
- ◆Be prepared to re-record if your manager identifies areas that need improvement before release.
- ◆This is your final checkpoint before you are cleared to run your own appointments.
Your Release
Release to Your Own Leads
- ◆Before release, you must book AND personally watch your mentor close $10,000 in Annualized Life Premium (ALP).
- ◆This requirement ensures you have seen the full sales process executed at a high level before running your own appointments.
- ◆Once the $10,000 ALP milestone is reached, your manager will sign off on your official release.
- ◆After release, you will work your own lead list independently — your mentor remains available for questions and coaching.
Transfer. Train. Produce.