STEP 1 - CONTRACTING (Licensed Agents begin here)
Print the following documents:
CARRIER CONTRACTING PACKET
[Do not print this document if your manager sent you the DocuSign]
CARRIER CONTRACTING CHECKLIST
CARRIER CONTRACTING PACKET
[Do not print this document if your manager sent you the DocuSign]
CARRIER CONTRACTING CHECKLIST
Carrier Contracting Process
- Carrier Contracting Packet via DocuSign
- Complete the Packet via DocuSign and be sure to include the attachments listed on the first page checklist.
- Be sure to complete the AML and E&O Insurance. This info is provided in the DocuSign email that you received as well as at the bottom of this web page.
- Download a copy of the completed PDF from DocuSign and make sure your "digital signatures" are on the document and you have the digital certificate from DocuSign.
- Email the PDF to your Manager.
- SureLC/Surancebay Emails
- You will receive the SureLC/Surancebay emails within 2-4 days of submitting the DocuSigned PDF to your Manager.
- SureLC/Surancebay is the online system we use to transmit your contracting info to each carrier.
- You will receive several emails from Nick Theodore as an invitation to contract with our carriers and answer carrier specific questions for background purposes.
- Make sure you open each email and complete the required information.
****TIP - Start Selling Now!****
- You can start writing business as soon as you complete the Surancebay emails referenced above.
- You do NOT need writing numbers from the carriers to submit business in most states.
- Review the pre-appointment states with your manager.
FAQ / Common Questions When Completing Your SureLLC/Sureancebay Emails
- Commissions should be paid DAILY.
- You should be paid ADVANCED commissions (not AS EARNED)
- Who orders paramedical exams? "Agent"
- Who is my beneficiary: This is required so that if you die before commissions are paid, the commissions will be paid to your beneficiary. Enter your Spouse or another family member.
- Are you submitting new business or a new application? "NO"
- Name of Primary Final Expense Carrier? "CFG"
- How much business do you plan on submitting? $25,000 to $200,000 (you decide!)
- Will you be selling LTC (long-term care) Rider? "NO"
REG-ED Anti-Money Laundering (AML) certificate.
- Equis Financial REQUIRES Anti Money Laundering. We must have the RegEd AML only, no other AML will be accepted even if obtained recently. This is a free course for you, to get this deal you MUST use this link.
- https://secure.reged.com/Login/vu/VirtualUniversity/EQUIS
- Select Opt out of CE credits option, this AML Course cannot be applied towards CE credits. Upon completing the course take a screenshot and upload to your Contracting Profile.
- CLICK HERE for a sample AML Certificate
- Click here to watch a step by step video of how to access the RegEd AML training course if you are having trouble accessing it.
Errors & Omissions Insurance (E&O)
- E&O is a professional liability policy and is required by some of our insurance carriers.
- Click here to access discounted E&O through 360 CoveragePros.
- Newly licensed agents should pay $59.17 to get coverage activated and then $34.17 monthly starting 30 days after initial payment.