STEP 1 - CONTRACTING  (Licensed Agents begin here)

If you do not have your insurance license yet, you should complete all of the items listed below, but do not submit the Contracting Packet until you have received your insurance license.

Complete the 3 TASKS below to have your Contracting documents submitted to the carriers, full access to the Equis Agent Dashboard, and access to the Equis Lead System.
  1. Contracting Packet / Carrier Contracting Profile
    > ​​​Download, print and complete the Contracting Packet / Carrier Contracting Profile document..
        For best results when completing this document, please print and complete by hand.
    > Please read the section below "Documents for your Contracting Profile"
    > After completion, email all documents in PDF format to onboardingspecialist@theodoreagency.com and copy your hiring manager.
    > It must be ONE PDF document. Do not send individual PDF pages.

  2. Surancebay Emails
    > Surancebay is the online system we use to transmit your contracting info to each carrier.
    > CLICK HERE to download the Carrier Contracting Check List. 
    ​    ​Text this document to your manager when Surancebay emails are complete.
    > After your Contracting Packet is APPROVED, you will receive a emails through Surancebay to confirm each carrier contract. You must open and confirm each email.                                                                                                                                                         
  3. GPM Contracting                                                                                                                                                                                                     > The GPM contracting link will come from the Equis office 2-3 days after you receive the Surancebay emails.                              > You must fill out and submit the contract for it to be processed.                                                                                                               > GPM can take up to 3 weeks to send you your writing number.                                                                                                                 > GPM requires you to have a writing number before you can write your first app.                                                                                                  
  4. Request Access to Equis Lead System (OPT)
    > OPT is the software program used by Equis to manage our lead program.
    > After you have completed the Surancebay emails you should request access to OPT.​
       >> To request access to OPT, login to the Equis Dashboard, click the Chat icon on the bottom right of the screen, and send                 the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT"
    > After you have received the "Verified" email from Equis, you are ready to start buying leads.

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.​
    ​
Documents for your Contracting Profile
  • Copy of your insurance license
  • Copy of your drivers license
  • Voided check
  • ​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
  • ​Errors & Omissions Insurance (E&O)
    • ​This insurance helps to protect against claims arising from the sale and servicing of insurance products.  E&O is not required to contract with most of our carriers but is highly recommended.
    • ​We recommend using the NAPA, National Association of Professional Agents.  You can access their information HERE and clicking on the Life & Health Agent E&O button. 
    • Reminder: For any of the annuity carriers your E&O also needs additional coverage for fixed/indexed annuities.