The Busby Agencies

Team Resources

This portal is for active, licensed members of The Busby Agencies team. Enter your credentials to access tools, forms, compliance resources, and recognition programs.

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Team Resources

Tools for Our Team

Globe Life Agent Portal Access quoting tools, policy management, production reports, and account information.
Open Portal
Salesforce CRM Run your business from your mobile device. Track leads, appointments, enrollments, and follow-ups.
CRM
Worksite Lead System Thousands of existing worksite accounts ready to service. Proprietary lead generation tools and B2B referral system.
Leads
Google Classroom — Ongoing Training Product updates, new training modules, and continuing education resources.
Training
Liberty National Website Official company resources, news, and agent-facing information from Liberty National Division.
LN Website
Section 125 Required Forms Packet Payroll Deduction Agreement, Group Term App, Employee Engagement Process, and all worksite enrollment forms.
Worksite
Benefits Fact Sheet Complete with the Decision Maker prior to your flipbook presentation.
Presentation
Individual Policy Applications Life, cancer, critical illness, and supplemental accident and health application forms.
Access Portal
Change Forms & Beneficiary Updates Policy change requests, beneficiary designation updates, and in-force policy service forms.
Access Portal

All Worksite Advantage resources organized by the sales cycle. Click any file to open or download.

New Agent Training Packet

Accessing Agent Services
↓ PDF
Setting up LogMeIn
↓ PDF
Accessing Agent Portal
↓ PDF
Accessing WOD (LND2991K)
↓ PDF
MRO Worksheet (LNL2624)
↓ PDF
Agent's Instruction Guide
↓ PDF
125 Explanation (LND2991J)
↓ PDF
Certification Checklist (LNL2752K)
↓ PDF
Tips for Building Rapport
↓ PDF
Objections Before the Presentation
↓ PDF
Presentation to the Decision Maker
↓ PDF
Closing Objections — Feel, Felt, Found
↓ PDF
Enrolling the Employee Script
↓ PDF
What Comes Next — Meeting with Payroll Administrator
↓ PDF
Worksite New Agent Training Guide (385000)
↓ PDF
Worksite New Agent Training Guide — Spanish (3850SP)
↓ PDF
Worksite Enrollment Training Guide (385200)
↓ PDF

Prepare

Flipbook Presentation Script — All States (384800)
↓ PDF
Flipbook Presentation Script — Spanish (38480S)
↓ PDF

Train

Worksite Process and System
↓ PDF
Worksite Advantage Agent Guide (363100)
↓ PDF
Worksite Advantage Agent Guide — Spanish (36310S)
↓ PDF
Products
↓ PDF
Training Certification Report
↓ PDF
New Agent Orientation Training Checklist (LND3024)
↓ PDF
Presentation Evaluation
↓ PDF
Script — Intro to the Decision Maker
↓ PDF
Rapport
↓ PDF
Windshield Training
↓ PDF
Call Clinic Culture Checklist
↓ PDF
Route Inspection (LND4081)
↓ PDF
Route Inspection — Spanish (LND4081)
↓ PDF
Managers Mid Day Calls
↓ PDF
Managers End of Day Calls
↓ PDF
AD Halftime Call
↓ PDF

Prospecting

10 Blocks of Time & Forecast Report (LND3527)
↓ PDF
Benefits Fact Sheet (LND3022)
↓ PDF
Benefits Fact Sheet — Spanish (LND3022SP)
↓ PDF
Worksite Advantage Show Booth
↓ PDF
Field Training Tracker
↓ PDF
Worksite Worksheet (LND1885-A)
↓ PDF
Worksite Worksheet w/Formulas (LND1885-B)
↓ PDF
Worksite Employer Booklet (38140A)
↓ PDF
Worksite Employer Booklet — Spanish (3814AS)
↓ PDF
Worksite Employer Folder (38140B)
↓ PDF

Presenting

Affordable Care Act FAQs
↓ PDF
Worksite Flipbook Presentation — All States (377500)
↓ PDF
Worksite Flipbook Presentation — Spanish (37750S)
↓ PDF

Closing — Required Forms

Electronic Required Forms Packets
↓ PDF
Electronic Required Forms Packets Instructions
↓ PDF
Section 125 (LND0702A)
↓ PDF
Section 125 — Spanish (LNL0702A-S)
↓ PDF
Section 125 Checklist (LNL0702I)
↓ PDF
Standard Payroll Deduction (LND0702B)
↓ PDF
Standard Payroll Deduction — Spanish (LNL0702B-S)
↓ PDF
Standard Payroll Deduction Checklist (LNL0702J)
↓ PDF
Account Re-Enrollment (LND0702H)
↓ PDF
Self-Calculation Form (LND1119)
↓ PDF
Case Objective (LND2392A)
↓ PDF

Enrolling

Payroll Deduction Billing Info Sheet (R-3240)
↓ PDF
Payroll Deduction Billing Info Sheet — Spanish (R-3240-S)
↓ PDF
Group Meeting Fact Sheet (LND1109)
↓ PDF
New Business Transmittal (R-3798)
↓ PDF
Quickbooks Instructions for Payroll Administrator
↓ PDF
Responses (LND2392G)
↓ PDF
Sample Announcement Letter (R-3245)
↓ PDF
Summary Plan Description — English (R-3226-8)
↓ PDF
Summary Plan Description — Spanish (R-3226-S)
↓ PDF
Payroll Letter Insert (33800P)
↓ PDF
125 Deduction Spreadsheet (LND5099)
↓ PDF

Service After Enrollment

Worksite What Comes Next (R3797)
↓ PDF
Client Feedback (LND2392F)
↓ PDF
Certificate of Appreciation (LNL3931)
↓ PDF
Release Form
↓ PDF
Texas Department of Insurance State licensing, regulatory updates, consumer protection resources, and CE requirements.
TDI Texas
Texas CE Requirements Annual continuing education hours, approved providers, and renewal deadlines for Texas agents.
CE Resources
Do-Not-Call Compliance FTC and state do-not-call registry requirements and best practices for compliant prospecting.
FTC Registry
Agent Conduct & Ethics Guidelines Globe Life Liberty National Division agent code of conduct and ethical sales practice guidelines.
Access Portal
Annual Convention Qualification Criteria Current qualification thresholds for the annual convention — destinations announced each cycle.
Incentive
Monthly & Quarterly Contests Active incentive contests including Texas Rangers suite access, sporting events, VIP concerts, and travel.
Active
Globe Life University — 101 to 401 Intensive 3-day leadership programs at The Venue, Globe Life HQ. Required for management promotion.
Leadership
10-Year 100% Vesting — Renewal Program Track your renewal income growth. After 10 years, your renewals vest fully for lifetime residual income.
Renewals

Need access to something not listed here? Contact your manager at apbusby@globe.life.