Lessons

Week-1 system setup

🤖 Your Claude account & FOVi

FOVi's AI answers run on your own Claude account, so set it up first.

Create your own Claude account at claude.ai, using your own plan and credits Personalize Claude: in Claude, open Settings → Profile and paste your FOV preferences (copy them below and add your name) Accept your email invite to this portal and open it while signed in to Claude with that same email Turn on FOVi: ask FOVi one question on the Home page and click Allow when Claude asks Bookmark the portal (tinyurl.com/FOVtrainingsite) so it's one click away

My Claude preferences
I'm [Your Name], a licensed insurance agent with FOV Insurance (Field of Vision LLC) in the Houston, Texas area. I sell Medicare Advantage, Part D, Medicare Supplement, ACA and ACA-alternative plans, dental, life insurance, annuities and wills & trusts. Follow the 2027 CMS Medicare marketing rules. Keep answers short, practical and in plain language. Never help me share producer-only carrier data with clients or the public.

🎓 Continuing education (WebCE)

Check your CE hours due and license renewal date with the Texas Department of Insurance Enroll in your CE courses on WebCE Upload your CE certificates in the 📝 Contracting hub (FOV forwards it to carriers)

🛡️ Errors & Omissions coverage

Buy or renew E&O through E&O for Less Upload your E&O certificate in the 📝 Contracting hub (FOV forwards it to carriers) Set a calendar reminder 30 days before it expires

🚀 Get set up: HealthSherpa Medicare & carrier sites

Your portal invite and Calendly links are in the FOV Agent Portal box above.

Create your HealthSherpa Medicare account with the email FOV has on file for you, and enter agency code CC5201. Then text Lisa so she can confirm you're under FOV. Once a month (after the 15th), download each carrier's client list and commission statement. The steps for every carrier are in the setup guide, Step 5.

HealthSherpa Medicare ↗

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📝 3-Minute Hub Checkpoint

Answer 3 quick questions to finish this hub.