The Kingdom Group

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The Kingdom Group

Welcome to the Kingdom Group Onboarding Section

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The Kingdom Group
The Kingdom Group

Having trouble? Please contact your upline for assistance.

The Kingdom Group
Onboarding
Welcome back
MY CHECKLIST

⚠️ Your progress here only saves when you click Save Progress below — checking a box alone won't save it.

0 of 0 steps complete

Saved.

If you have any questions, please reach out to either your direct upline or Benson.

🔍 Previewing the new-hire onboarding experience — this is exactly what a real signup sees.
👁️ Viewing as — read-only, nothing here can be changed.
🏆
New Record!
Dashboard / My Dashboard

Welcome

My Dashboard
Epic Agent Hub
Which client is this request for?

Search your Book of Business, select the client, and click Next.

No clients match your search.
Select a client to continue.
Send work to the back office

The back office team gets notified and works these first-come, first-served. You'll get a notification when it's picked up and when it's done.

WHAT NEEDS TO HAPPEN
Pick the kind of work and spell out exactly what the back office should do.

The back office follows these word-for-word. If a carrier needs more info they'll message you on this request.

Date and time (America/New_York). Defaults to midday — change it if a specific time matters.

CLIENT DETAILS
Pick the client, then fill in anything missing — this is all the back office team can see.
NEW POLICY DETAILS
Current information from the policy you sold.
OLD POLICY DETAILS
The policy being cancelled or surrendered.

Don't enter Social Security numbers, banking details, or card numbers here.

🏆
New Team Record!
The Kingdom Group
Main Menu
⚠️ Do not enter sensitive personal information here — this includes Social Security numbers, banking or account details, credit card numbers, or anything similar. Client name, dates, carrier, premium, coverage, and policy number only.

Today
$0
0 policies
🔥 0 days active streak
This Week
$0
0 policies
This Month
$0
0 policies
Average
$0
per day you've had activity
Pace to Goal
—
UPCOMING COMMISSION
Advance
$0
Total
$0
Recurring / mo
$0
Paid monthly, as earned
SMTWTFS
Next up
Nothing scheduled yet — add effective dates in Book of Business to see them here.

From 0 of 0 Book of Business clients with enough info to calculate commission — plus $0 more not yet scheduled (no effective date set). Open Comp Calculator →

MONTHLY GOAL
$0 of $0
🎯 NEXT MILESTONE
Weekly Record
—
Monthly Record
—
MY SUBMISSIONS
Export CSV ⬇
DISCORD BOT LIVE

Team Leaderboard

Live from our Discord submissions. Switch daily, weekly, or monthly and click any name to see the policies behind their number.

Team AP
$0
—
Policies Submitted 0
$0 avg AP
Current #1 —
$0
🏆 LEADERBOARD
—
—
No confirmed submissions in this range yet.
🌟 WALL OF FAME

All-time team records — click to see the full picture

🥧 SALES SPLIT
📅 HIGHEST MONTHLY CONSISTENCY
👑 LEG PRODUCTION
📈 TEAM TREND — LAST 6 MONTHS

Whole-team AP by month — growth over time, not just today.

Wall of Fame

The all-time records for the whole team — permanent, until someone beats them.

Leads

Your private lead list — visible only to you. Log each caller with the intake form, then keep them here to work.

YOUR LEADS
No leads yet. Click "Lead Intake Form" to add your first one.
LEAD INTAKE FORM

Don't enter Social Security numbers, banking details, or card numbers here.

Backend Requests

Requests agents have sent to the admin team. Work them top to bottom and mark each one as you go.

REQUESTS
Nothing here right now.

Forms

Forms and documents for the admin team. Only the admin team can see these.

FOLDERS
UPLOAD A FORM

ALL FORMS
📁
No forms here yet.

Recruiting

Applications from your public recruit page (thekingdomlifegroup.com/learnmore). Visible only to you.

APPLICATIONS
No applications yet. They'll show up here once someone fills out the form on your recruit page.

Book of Business

Saved
Active Clients
—
Missed Payment
—
Pending 9-Month Advance Commissions
—
Placement %
—
Persistency
—
YOUR CLIENTS
ADD A CLIENT
Set Notification
Notification for Pending Tasks

Comp Calculator

What your sales actually pay — by carrier, product, age, and rating class.

Saved
CALCULATE A SALE
ALL PRODUCTS
🔒 For The Kingdom Group team members only — not for outside distribution.

Training

The sales blueprint, training videos, and everyday tool logins — all right here on the page.

Growth Through Discipline
🔗 Quick LinksEveryday tool logins
🧰
Insurance Toolkits

Toolkit login.

📎 General ResourcesEverything else that doesn't fit a category above

Sales Blueprint/Funnel

The step-by-step call flow, start to finish.

1
Intro / Discovery / Reassure
Hold
  • First & Last Name
  • Date of Birth
  • Reason for Call — "How can I help you?"
  • Reassure
  • Verify Monthly Premium & Coverage Amount
  • Verify How Long
Carrier, etc.
2
Reassure
Play the role.
3
Create Curiosity (Confusing/Concerning)
Agent? Health? Get Permission.
4
Create/Tell Problem
The angle.
5
Solution, Challenge
Correspondence, fix problem, value, why not???
6
Take It Away, App
No promises, Re-instate, underwriting, make sure you're healthy, should have been fixed already.
Key Points
  • Proper Tonality
  • Maintain Control (multiple steps ahead by proactively beating objections)
  • Verbal Pacing
  • Playing Role
  • Annunciation
Also Ask About
  • Loan?
  • Owner/Payor?
  • Other policies?
  • Premium increase?
  • Reason for cancellation/replacement
  • Higher level questions

Carrier Contact List

Phone numbers for our carriers, plus the wider industry list.

Our Carriers
Other Carriers

Agent Portals

Direct login access to every carrier's agent system.

Carrier Guide

Search a feature (e.g. "credit card", "voice signature") to see which carriers support it — or scroll the full grid below.

Whole Life Condition Grid

Add one or more conditions to compare carriers side by side — or scroll the full grid below.

Corebridge Carrier Guide

Same underwriting rules as the main grid, organized by category.

📐 Build Chart

Graded and Level weight ranges by height. Look up a specific height below.

Training Videos

Videos from the team.

Carrier Signatures

Exact text-signature walkthroughs, by carrier.

🔒 CONFIDENTIAL — Internal use only. Not for distribution outside The Kingdom Group.

Call Recordings

Call recordings by angle/situation.

UPLOAD A CALL RECORDING

Share one of your own calls with the team — everyone can listen.

Important Docs

Shared reference documents, organized into folders.

FOLDERS
UPLOAD A DOCUMENT

ALL DOCUMENTS
📁
No documents here yet.

Analytics

Log your inbound calls at the end of the day — private to you, matched against your own Book of Business sales to track CPA and Close %.

LOG TODAY'S CALLS

CPA & CLOSE %
to
0
Calls Logged
0
Sales
—
Close %
—
CPA ($35.00/call)

My Checklist

You can check off the first 3 steps yourself as you complete them. Your upline handles the rest as you move through onboarding.

0 of 0 steps complete

Carrier & Account Setup Checklist

The full step-by-step from Kingdom Group onboarding — SureLC, carrier contracting, Tech Package, BidPlatform, and billing. Check things off yourself as you go.

0 of 0 steps complete

Downline Reports

Onboarding progress for your team, plus a quick snapshot of recent activity.

Weekly
Monthly
All-Time
Team AP
$0
0 deals
Total Downlines 0
Average AP $0
per deal
Carriers Being Written
🏆 Team Leaderboard
Your Team
Team Total
$0
0 policies · 0 people
➕ Add an Agent to Your Team

Choose "New hire" for someone who still needs to be licensed and contracted — they start on the onboarding checklist and you'll guide them through it. Choose "Already onboarded" for a licensed agent who just needs a site account — full access right away. Pick who their direct upline is (you, or someone on your team).

Discord Logging Requests
Agents
Preview Onboarding Experience

See exactly what a new hire sees, start to finish, without a real account.

View As

A true 1:1 mirror of the real site as any teammate sees it right now — read-only, nothing can be changed while active.

➕ Add Team Member

Add someone to the site. Choose "Already onboarded" for a licensed agent who just needs a site account — full access right away, no onboarding checklist. Their Discord ID gets found and linked automatically once their server nickname matches this name exactly; if it can't find a match, you'll get a notification asking them to fix their nickname. Choose "New hire" for someone who still needs to be licensed and contracted — they start on the onboarding checklist.

Finish onboarding for everyone

Marks every agent added through the site who is still in onboarding as onboarded — full site access, no checklist. Use this once to clear everyone out of the onboarding stage.

Change someone's upline

Move a person under a different upline, or to the top with no upline. If you pick someone who is currently below them, that person takes their place first. For example, to make Nick Jackson your upline instead of your downline, move Mike Harr under Nick Jackson.

🛠️ Add Admin Team Member

Backend staff who handle agent requests. They sign in with Google using this email and see only Backend Requests and Forms — nothing else on the site.

🪪 Carrier Contracting

Which carriers an agent is actually appointed/approved to write for — separate from the carriers recognized for Discord submissions.

📋 Activity / Audit Log

Approvals and deletions, most recent first.

Recent Activity
Notifications
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