Welcome to optaris!

We’re beyond excited to share that the winning team is leveling up in a major way! Optaris is entering a bold new chapter — with fresh growth, leadership, and a renewed identity that reflects our vision. Get ready — the best is just beginning!

Start Your Onboarding Process!

By this time, you should have already signed the two

online documents listed below via E-mail Signature:

  • The People's Insurance Agency Agreement

  • The People's Insurance Contracting Agreement (POA)

  • Optaris Agent Contact

STEP 1:

Contracting department

Here at Optaris, we are constantly striving to ensure the best agent experience and putting system in place so you can focus on what matters most: Protecting Families.

This is why we have created an all inclusive contracting concierge experience!

Getting Started:

STEP 1. Complete your TPI Agency Agreement! This agreement is sent to your email via an e-signature software and it will come from “The People’s Insurance Company”. Please make sure to check your spam if you do not see it.

STEP 2. Complete your TPI Contracting POA! This agreement is sent to your email EXACTLY 60 SECONDS after you have completed your agency agreement.

STEP 3. Complete your Optaris Agent Contract! This agreement is sent to your email EXACTLY 60 SECONDS after you have completed your agency agreement.

STEP 4. Complete ALL STEPS on the ONBOARDING WEBSITE. Upload your Driver’s License, Current E & O Insurance Certificate, & Direct Deposit Form.

STEP 5. If you have any pre-appointments or conflicting contracts with the carriers listed above that require a release or transfer, please contact us at [email protected].

STEP 2:

TAKE THE FOLLOWING STEPS TODAY

Start your onboarding process!

Upload your Driver's License

Please upload your file as a PNG, JPG or PDF. These are the only formats we accept.

✅ What to Upload:

  • A clear, full image of the front side of your driver’s license

  • Make sure all text is readable (no blur, glare, or shadows)

  • File format must be JPG or PNG

STEP 3:

UPLOAD e&O insurance

To access the E&O document. Click the

button below.

E&O insurance, or Errors and Omissions insurance, is a type of professional liability insurance that protects life and health insurance producers (agents and brokers) from financial losses due to claims of negligence, errors, or omissions in their professional services. It helps cover legal defense costs, settlements, and judgments arising from these claims, safeguarding the producer's assets and reputation.

Note: If you do not have E&O insurance, please click here to download instructions on how to purchase E&O insurance because you must have E&O insurance to move forward and produce life or health business

STEP 4:

UPLOAD Direct Deposit Form

To access the DDF Document. Click the

button below.

Why do we require this information?

In order for the carriers to pay your commissions via direct deposit, they need your bank account number and routing number in printed form.

  • This is required to prevent manual entry errors that could delay or misdirect your payment.

  • Please ensure the account is active and accepts ACH deposits.

Note: If you do not have DDF Form, please click here to download instructions on how to get a DDF Form (or you can use a voided check) to move forward and produce life or health business

STEP 4:

(AMl) anti-money laundering insurance

Protecting Financial Institutions Against Regulatory Risks, Fraud Exposure, and Compliance Failures.

U.S. insurance companies must provide ongoing Anti-Money Laundering (AML) training to agents to meet regulations and help prevent money laundering. Requirements and training providers may vary by company.

Steps to Purchase Anti-Money Laundering (AML) Training from ExamFX

  1. Go to this link: https://www.examfx.com/continuing-education-courses/continuing-education-individual-courses

  2. Login or create an account if you do not already have one.

  3. Locate and select the course "Anti-Money Laundering" for $6.95.

  4. Click Add to Cart.

  5. Do NOT enter any discount codes or manager’s email when prompted.

  6. Proceed to Checkout, enter your payment information, and complete the purchase.

  7. After purchasing, go to your Dashboard to start the training.

  8. Upon completion, download your AML certificate for your records.

For any questions or concerns, please contact the Agent Support Team:

Phone Number: (866) 609-6562

Email Address: [email protected]

STEP 5:

UPLOAD YOUR HEADSHOTS

We want to see that confident,

professional YOU!

By uploading your photo, you acknowledge and agree to the following:

  • The headshot you provide will be used for identification, internal records, and/or promotional materials (e.g., profile pages, team directories, certificates, etc.).

  • Please ensure your photo is clear, recent, and professional (front-facing, good lighting, and no filters).

  • Accepted file formats: JPG and PNG only.

  • By submitting your photo, you confirm that you own the rights to the image and consent to its use by Optaris..

  • If you do not have a professional headshot you can utilize your smart phone to take a current photo, or utilize a social media image to upload.

STEP 5:

JOIN OUR DISCORD CHANNEL

Discord is our Main Communication Tool

Username/Server Profile: First Name, Last Name, Agent

(PLEASE NOTE):

Make sure to use a Professional Headshot for your profile Image. You will not be given Permission Access to Discord Channels Until the Above are Completed Entirely!

Once you have completed these steps. Text the office to inform us, so that we can give you the correct permissions and access to the workspace!

Discord is where our company communicates, where your instructors all training, and information is updated!

STEP 6:

Get Contracted with Combined first!

Use this link below to register with Combined

Combined Insurance Company of America, a Chubb Company, offers supplemental health, accident, disability, and life insurance for individuals and businesses of all sizes.

With over 100 years of experience, it operates as Combined in the U.S. and Canada and as Chubb Workplace Benefits for mid- to large-sized employers. The company holds an A+ BBB rating and an A+ (Superior) rating from AM Best. In New York, products are underwritten by Combined Life Insurance Company of New York.

Email [email protected] to request your Combined contracting invitation and appointment contracting with Combined takes roughly 48 hours and is a great all-around carrier. Get started today

Click the button below to get started.

STEP 7:

Download Whats APP

We use WhatsApp for internal communications. So on your phone and desktop download WhatsApp and set up an account (the account is free).

Whatsapp can be downloaded from here:

You can download on your phone by visiting the app store of your device.

Once you have WhatsApp installed, send your info to [email protected] so they can add you to the proper groups

STEP 7:

partners with Ladder for term life insurance

Make sure to meet and greet your Direct Upline and get your Ladder Carrier writing number Immediately!

Ladder is a tool that lets you adjust your coverage, up or down, whenever. People say it sets us apart—and they love how, with Ladder, their coverage can match their needs. Use it often or not at all, it’s entirely up to you.

The upside of “Ladder down”

  • Your monthly payment lowers, which could lead to substantial savings over time

  • You don't pay for more coverage than you actually need

  • It's fast and easy to do

The upside of “Ladder up”

  • It’s easy to apply for more coverage

  • It’s fast—we autofill as much of your info as possible

How to Get Contracted with Ladder?:

Reach out to your Upline to get you set up and contracted with Ladder. If you do not know who your upline is, you can go to the TPI directory on the slide below.

STEP 7:

TPI DIRECTORY

Trusted Insurance Professionals Helping You Protect What Matters Most

Our network of licensed insurance agents is committed to providing personalized coverage solutions tailored to your needs. Whether you're looking for life, health, auto, home, or business insurance, our agents bring years of experience, integrity, and dedication to every client interaction. We focus on building long-term relationships by offering expert guidance, clear communication, and comprehensive protection you can rely on. Let us help you plan for the unexpected and secure your financial future with confidence.

Note: You can access the TPI Directory inside your Cloze360 subaccount. Please refer to the image guide for the instruction.

STEP 8:

Agent Help Ticket

An Agent Help Ticket is the official way for TPI agents to request assistance, report issues, or ask questions regarding company systems, processes, or contracting matters.

Use this when you need to:

  • Report system or platform issues

  • Request contracting updates or status checks

  • Seek guidance on company processes or requirements

  • Escalate concerns or follow up on pending items

How it works:

STEP 9:

TRAINING SCHEDULE

Boost Your Skills: Essential Training Schedule for Insurance Professionals

Staying competitive in the insurance industry means constantly sharpening your skills and knowledge. A well-structured training schedule helps insurance professionals stay updated on industry trends, regulations, and sales techniques. Here’s a sample weekly training plan to keep your team engaged and performing at their best:

  • Monday: Live Dialing in Discord, Agency Kick-Off Call, Onboarding Group Session, Intro Objections & Needs Analysis, Agency Meeting.

  • Tuesday: Live Dialing in Discord, Agency Kick-Off Call, Onboarding Group Session, Underwriting & Pitching Carriers, IUL Training.

  • Wednesday: Live Dialing in Discord, Agency Kick-Off Call, Onboarding Group Session, Pitching Price & Application Information, Orientation Recruiting Webinar

  • Thursday: Live Dialing in Discord, Agency Kick-Off Call, Onboarding Group Session, Recap & Banking Process, Call Reviews (Final Expense Training).

  • Friday: Live Dialing in Discord, Agency Kick-Off Call, Onboarding Group Session, Carrier Portals & Signatures, Orientation Recruiting Webinar.

Investing time in regular training ensures you deliver top-notch service and maintain a competitive edge in the ever-changing insurance market.

STEP 10:

MONDAY MEETING

People’s Insurance Company Kicks Off Week with Strategic Monday Meeting

Every Monday 6:00 PM EST

The People’s Insurance Company convened its weekly meeting, as it does every Monday, bringing together key executives and staff to discuss ongoing projects, client solutions, and strategic goals for the quarter. The session focused on streamlining customer service processes, exploring new insurance products, and reinforcing the company’s commitment to delivering reliable coverage for both individuals and businesses. Leadership emphasized collaboration and innovation as essential drivers of continued growth in the competitive insurance landscape.

Note: Save this link.

STEP 11:

GET CLOZE360

Unlock Growth & Efficiency — Get

Cloze360 CRM Today!

Ready to take your business relationships to the next level? Cloze360 CRM is your all-in-one solution for organizing contacts, automating follow-ups, and streamlining your sales process.

Cloze360 gives you the tools to stay connected, close more deals, and grow with confidence. Don’t let leads slip through the cracks — get Cloze360 CRM and turn every opportunity into success!

STEP 12:

HOUSKEEPING ITEMS FOR CLOZE360

Don’t Miss These Cloze360 CRM Notes

Follow the steps below to access the University in your Cloze360 subaccount, and refer to the attached image for guidance:

  1. On your subaccount in the left-hand menu, click on “TPI University”

  2. Log in with your email and password to access the training, resources, or courses inside.

  3. Go to "Memberships", "Courses", "Products".

STEP 13:

AGENTVIEW

Meet AgentView, your agency's new secret weapon

AgentView is your gateway to managing and tracking your business more effectively. To unlock your account, simply send us an Agent Help Ticket through Cloze360, and we’ll create your access right away.

Take this step now and get ready to experience a smoother, more efficient workflow with AgentView!

What do you get?

  1. Hierarchy Management

  2. Reporting

  3. Leaderboard

  4. Book Of Business

STEP 14:

OUTBOUND DIALER

How to Request a Dialer Seat

🔗 Before requesting an Outbound Dialer seat, please ensure you’ve completed all steps on this onboarding website.

Once Cloze360 and AgentView are completed, we can activate your dialer seat promptly and ensure your system is fully compliant.

For complete step-by-step instructions, please review the TPI Outbound Dialer course in Cloze360 University.

STEP 15:

childrens diagnostic & treatment center

WE ARE ON A MISSION To Raise $25,000 for The Children's Diagnostic Treatment Center of Fort Lauderdale.

By writing insurance policies, we do more than provide protection—we give back. A portion of every policy purchased goes to the Children’s Diagnostic & Treatment Center (CDTC), supporting children with special needs and offering hope to families who need it most.

STEP 16:

TPI CALLZ

TPI CALLZ is a platform designed primarily for insurance agents to manage incoming and outgoing calls, messages, lead generation, and client communications in one place. It's often used by insurance agencies, marketing firms, and virtual assistant teams. Here are some of its key features and purposes:

HOW TO USE: An agent takes incoming leads through TPI Transfers, sets appointments via the platform, and follows up automatically via text or email — all tracked under one dashboard.

STEP 17:

90 seconds million dollar insurance producer Script

Unlock the 90-Second Script That Creates Million-Dollar Insurance Producers

Ready to transform your insurance career? Discover the 90 Second Million Dollar Insurance Producer Script—a powerful, proven script that top producers use to close high-value deals in record time. Don’t leave your success to chance. Download it now, study it, and train until you can deliver it flawlessly. This short script could be your shortcut to becoming the next million-dollar producer in your agency!

STEP 18:

zoom background

Please download and use this background when joining any of our Zoom Meetings, Trainings and Webinars.

Follow the Steps Below:

1. On the bottom corner of your Zoom meeting, click on the arrow above the video icon. Then, click on video settings.

2. Once the settings have popped-up, click on Virtual Backgrounds. Next, click the little blue plus sign, then click "Add Image" to add a custom Background

3. Select the TPI Background in your Files, then select it as your background in Zoom

STEP 11:

NLG CONTRACTING

Field Trainer Course Access Request

Ready to Build your downline and field train your next prodigy? Complete the form to gain access to our comprehensive training on Job Placement ads and Field Trainer underwriting calls.

After you complete the form you'll receive an email, which will ask you to register for this course. You'll be able to find this course, along with your other courses after registration, inside of TPI university.

Unable to find form

STEP 19:

Help us grow, leave a positive 5 star review on our google

We love collecting 5 Star Reviews because all of our agents leverage our strong Google Review presence to help solidify their client's Trust and Value after putting a protection plan in place for their family!

Remember that although you will create a good conversation with your new customers, they do not know really who you are and whether you are from a reputable company!

Sharing our Google Review links with them will help dramatically increase your ability to build trust with them!

Please see some examples below to inspire your review.

"My experience with The People's Insurance has been so good, so much help! I will definitely be referring them"

"Nick was so awesome 6 stars!"

"Devin was so helpful teaching me about insurance! Thank you!"

Don't worry after onboarding we will go over the training on this and share the links with you to share with your friends, family, and customers so that you can get Reviews that have your names included as well!

So please take the time now to go leave a Positive 5 Star review so that we can all benefit!

STEP 20:

BOOK YOUR AGENT SUCCESS CALL

Do not book your agent success onboarding call until all the steps above are completed.

Join us for a 1-hour Onboarding call to help you get started smoothly. During this session, we'll walk you through our platform, clarify your goals, answer any questions you may have, and ensure you have all the tools and knowledge you need to succeed.

Whether you're just getting started or need help customizing your setup, we're here to support you every step of the way.

Here's what we might cover on this live group call...

  • Warm Welcome and Company Introduction

  • Check Signed Documents

  • Communication Tool Set-Up (Discord)

  • CRM Set-Up (Cloze360)

  • Knowledge Database (TPI University)

  • Contracting and Licensing

  • Field Trainings

  • Inbound Call Lead System Set-Up

**Please observe proper Zoom etiquette by joining on time, muting when not speaking, and participating in a quiet, distraction-free environment.

STEP 21:

iul assisted sales

call with nick

Need help closing on IUL or Annuity deal? Book time on Nick Caputo's calendar. He can join your client meetings, answer questions and provide expert guidance to help you close with confidence.

Subscribe to Premium

Growth Outreach Package

Access to premium CRM, Outbound AI Multi Line Dialer and AI training.

Subscribe to Dialer Seat

Only Packgage

Includes a seat on our

Automated Dialer

Subscribe to

Add On:

Florida Homeowners, Florida Realtors, & Mixed State Licensed Life Insurance Agents

STEP #:

TPI Toolkits

Quote Smarter. Close Faster.

TPI Toolkits is your edge—instantly quote 30+ carriers, pre-check underwriting, and close deals on the spot. No more guessing, delays, or losing sales. This is how top agents move fast and win. If you’re serious about producing with us, this is required. One deal pays for it. We use this tool daily for quoting and submissions

Click the button below to get started.

Features:

  • Smart Medical Underwriting

  • Instant Multi-Carrier Quotes

  • All Product Types

  • Email Quotes to Clients

  • Side-by-Side Comparison

  • Client Management

Congratulations on your first steps

Happy Onboarding!

Listen to this Audio of Inbound Calls

Check out these WINS from our new Agents

Adrian delaney

Annual Premium : $1,342 in 1 Inbound Lead

Zac stirling siele

Annual Premium : $774 in 1 Inbound Lead

elijah mang

Annual Premium : $2,051.04 in 1 Inbound Lead

Agent Success Stories

Check out these WINS from our new Agents

Adrian Delaney

Annual Premium : $18,000 in 7 days

"... I underwrote 4 personal plans for almost $8000 in ap, and 2 additional plans, 1 for $6000 ap, 1 for $4200 ap.... "

shawn ortiz

Annual Premium : $14,000 in 5 Days

" ... I had 5 personal plans for about 10k ap and i did 7 deals for about 4200 in ap ...”

MIKHAEL JAMES

Annual Premium : $10,800 in 2 weeks

" I have had 6 underwriting calls in 2 weeks for about $12k Ap... "

ADDISON LANDABURU

Annual Premium : $8,000 in 2 days

".... I had one personal plan call for 2k ap and another call today that we just closed for $6k ap at $500/month ... "

Colin Drake

Annual Premium : $6,300 AP in 7 days

"11 Families protected in my first 7 days for $6300 AP"

ALEX COTA

Annual Premium : $4500 in 7 days

"... I wrote my first 7 Policies in the last 10 days for $4500 ap, and I am selling on value! .... also have 3 new recruits in the pipeline this week!... "

ELIJAH MANG

Annual Premium : $4,000 in 8 days

" ... Yeah, I had six underwriting and two policy submissions for about $4,000 in the last 8 days..."

Fabricio Varela

Annual Premium : $2,400 in 7 days

"I only spent $40 to have a $2400 AP sale in my first week as a new agent"

jared traver

Annual Premium : $28,400 in 6 days

"I sold 2 FEX deals on day 3 of training, and two 12k IULs in 6 Days for $28,400."

frank curcio

Annual Premium : $1,900 in 2 days

"I had two closed deals and two issued policies. The other one was roughly like five."

elijah mang

Annual Premium : $11,600 in 7 days

"In the past week i did $11,600 in ap in the last week, straight inbounds and FEX. Over 30 new team members in less than three months."

Heidi Kaartinen

Annual Premium : $9,500 in less than 3 weeks

"In my first three weeks, I've written 16 policies, totaling nine and a half thousand AP."

John croley

Annual Premium : $8,200 in less than 7 Days

"I was able to get those 13 calls and out of those 13 I was actually able to help and protect 10 families."

Alex Serrano

Annual Premium : $7,000 AP in 7 days

"Recently achieved a significant milestone by booking two underwriting calls."

Jacob Rivera

Annual Premium : $4,500 in 4 days

"Protects 6 families for $4500 AP in 4 days."

Isaiah Delgado

Annual Premium : $4,300 AP in 10 days

"Working part-time at In-N-Out Burger to successfully helping 11 families."

Zach Macosky

Annual Premium : $3,247 AP in 3 days

"I've sold an annual premium of $3,237 and protected four families with that in three days. practically a family a day."

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Questions? Problems? Email [email protected]