Frequently Asked Questions

Congratulations! You’re on your way. Your next step should be to contact your Regional Sales Manager or Territory manager to construct a marketing plan that best suits your budget and goals.

Certification steps for all AGA carrier partners are located on your agent portal. To navigate to the instructions click on Sales Tools > My Sales Tools > Certification. Click on any carrier name and a PDF will appear on the screen with step-by-step instructions on how to get certified with each carrier.

To see which carriers you are currently contracted & certified with, logon to the agent portal and navigate to My account > Contracts & Certs

To find your agent ID number for any carrier, logon to the agent portal and navigate to “My account” then select “Contracts & Certs”. Once there, find the desired carrier and click on the link to access your ID #.

Since this is a lead program there are some pre-qualifications to participate. The first step is attending Events Training, either live or via webinar. Once that is complete, you will be able to complete the last few pre-qualifications that are explained in the training.

There is no lead charge for leads collected at your AGA events! We may set up the event for you, but you are the one doing the legwork. That lead is yours since you put the time and effort into getting it!

Simply email events@appliedga.com and we will coordinate with you.

To submit an event, please follow these steps:

1. Log onto your AGA agent portal.
2. Navigate to the “Events & Reporting” tab.
3. Click the second option under “My Events” titled “Events & Reporting.”
4. In the top right-hand section, click the blue button labeled “Add New.”
5. A dialogue box titled “Create an Event” will appear.
6. Enter all event details accurately to ensure your event is accepted. Any confusing, conflicting, or incorrect data entry will impede our ability to accurately report your upcoming event.
7. Click “Submit.”

The process is completed entirely electronically.

Please contact events@appliedga.com or call our main line and ask for any events team member.

Each carrier partner has their own internal policies and procedures for filing events. To ensure your event is successfully reported and accepted, please submit all informal and formal sales events via the AGA agent portal by the 14th of the month preceding your scheduled event. For example, if you have an April event, the events team needs that information by March 14th.

Educational events should be submitted at least 7 days prior to the event date.

Any event which sales activity is intended needs to be reported. Sales activity is any activity that can result in a sale. This includes but is not limited to collecting lead cards, having marketing material out such as tri-folds or service flyers, scheduling appointments, passing out your business card, etc. If you need more information or are unsure if your event needs to be reported please contact events@appliedga.com.