Glossary

Main

Home/ Who We Are

https://www.ao-national.com/home-who-we-are
What's on This Page:
Agency Meeting Link
Current Events
Top Producers of the Week

Your Leadership Team

https://www.ao-national.com/your-leadership-team
Your MGA's & RGA's
Corrissa Our Executive Office Coordinator
Karly Our Assistant-Office Coordinator & HR Manager

Join Our Team

https://www.ao-national.com/join-our-team
AO Career Interview Registration
Path to Partnership

Ladies Rising Together

https://www.ao-national.com/ladies-rising-together
Link to Register for Next Call
Get Ladies Rising Swag

Our Products

https://www.ao-national.com/our-products
What is Life Insurance
Difference Between Term and Whole Life
Freedom of Choice, Paycheque Protection, Headstart

Policyholders

https://www.ao-national.com/policyholders
Policyholder Login Portal

Gallery

https://www.ao-national.com/gallery
AO National Pictures
Previous Events

Clubs and More!

https://www.ao-national.com/login/clubs-and-more
Learn about Diamond Club, Platinum Club, Gold Club
VIP, Race to 4K, Ice Breaker Plaque, SA-GA Plaques, Top Veteran Plaques, Top Producer Club, Presidents Club
"The Week"
Convention
Founders Club
VIP
AO National Monthly Awards
Chairmans Month
Million Dollar Club
AO Rewards
Pinnacle Recruiting CluB

AO Shop

https://www.ao-national.com/login/ao-shop
Shop at AO Pro Shop
Order Your ID Badge

For New Team Members

New Hires First 90 Days, Book Provincial/State Exam

https://www.ao-national.com/login/for-new-team-members/new-hires-first-90-days-stateprovincial-exams

Everything to Know for Your First 90 Days
AO Lets Go Study & New Hire Call
Download Slack With Link
Agency Meeting Info/ Team Day
Pass That Online Course Full Steps
Illinois Temporary License
How to Book State and Provincial Exam
MIT Program Overview, Schedule
How to Get Coded, Activate your Contract
How to Get Promoted to an SA, Recruit and get your 5

Online Course Help - Olivers Learning, Exam FX

https://www.ao-national.com/login/for-new-team-members/online-course-help-olivers-learning-examfx

How to Find Your Course (Olivers Learning)
How to Set Up CIPR (Olivers Learning)
Quick Course Overview (Olivers Learning)
How to Study, Best Methods (Olivers Learning)
Exam FX Prelicense Video

Your First Day + LIT

https://www.ao-national.com/login/new-team-members/first-90-days

Before You Join Your First Day, How to Prep and Get Ready
Set Up Mobile Planet
Before You Jump Into Alpha
Booking Exercises
Phone Scripts
Uptone Exercise Videos
Immediates vs Same Day Sits Explanation
Lead Examples With Videos to Practice Along With Your Phone Script
Videos of Apts Being Booked
Lead Descriptions
Lead Type Examples
Objections & What to Say
Graduation Checklist
LIT Program Overview
LIT Timetable
Alpha Help
What Do I Do When I Call a Lead That Says...
How To Book Like a Pro Cheat Sheet & Video
Beta Script Memorizing Help
All Presentation Scripts (Plan Ahead, Union/Association, Referral, Mcgruff/Child Safe)
Gamma HPPRO 3.0 Video Help x2
Product Cheat Sheet EAPP Product Help
Planet Training Tools
Rate Book 2022
Delta EAPP Video Help/ How To Fill Out EAPP
EAPP Tips and Tricks

For All Team Members

AO Scoreboard

https://www.ao-national.com/login/for-all-team-members/ao-scoreboard

AO National Monthly Contest ("The Week", Chairmans Month, March Madness)
AO National Scoreboard

Weekly Schedule

https://www.ao-national.com/login/for-all-team-members/weekly-schedule

Monday-Sunday Full Schedule

Presentation Tools

https://www.ao-national.com/login/for-all-team-members/presentation-tools

UW Field Manual
Height & Weight Chart
Product Cheat Sheet
Transmittal Form
Ratebook 2022
Philosophy of the Script & Best Practices
Referral, Union, Child Safe/Mcgruff, Will Kit, Plan Ahead Presentation Scripts
Phone Script
Projected Funeral Cost for POS
Canada & US No-Cost Benefits

Important Links & Info

https://www.ao-national.com/login/for-all-team-members/important-links-forms

Human Value Policy
Download Slack
AO Brochure
Never Miss an Email Again
Virtual Sales Link
EAPP Download
Airecords
AO Lets Go Live
Agent Resource Centre (ARC)
HPPRO
Virtual Recruiting Training
POD (Agent Number/ AP&P's etc.)

MODS & Underwriting & Quality

https://www.ao-national.com/login/for-all-team-members/mods-uw-quality-who-to-email

Who to Email
Update Banking Info Link
Is it a Trial?
What is a MOD, and Underwriting Bulletin
How to Request an Extension on a MOD
What is an INC
What is an NTO
How to Schedule a Medical Exam
What is a UCall
How to Send Missing Questionnaires/ Find Questionnaires
What is Quality
What is Net to Gross
Retention
AO Retention Extraction Reports
Do I Need a Reopen or a Reinstatement Package
I Need to Reopen a Policy
Reopen Package Link
How to Fill Out a Reopen
I Need to Reinstate a Policy
Reinstatement Package Link
How to Fill Out a Reinstatement & Forms
Newfoundland MVR

General Coverage Guideline

https://www.ao-national.com/login/for-all-team-members/general-coverage-guidelines-issuing

WP, Headstart, TIR, ADB General Guidelines
Good General Tips on Coverages
Covid Rules
SSN & SIN's
ALP NPRD Standards

Apply & Renew a Life License

https://www.ao-national.com/login/for-all-team-members/life-license-apply-renew

Errors & Omissions Insurance (E&O) for Current Agents (Renewing Your E&O)
Criminal Background Check
E&O Application for New Agents
How to Apply for Your Life License in Ontario, Alberta, Newfoundland, Illinois, Virginia, BC, Manitoba, California and Saskachewan
Ontario Sponsorship Request
Book Your Provincial Exams
How to Renew Your Canadian or US Life License
Check to See if your Ontario, Illinois, Virginia, Newfoundland, BC, California, Saskatchewan or Alberta License has Come in
Continual Education (Uiece)