Click the button below when your Contracting Packet has been completed via DocuSign.
CARRIER CONTRACTING PROCESS
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Your Manager will email you the Carrier Contracting Packet via DOCUSIGN.
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Complete the Packet via DocuSign and be sure to include the attachments listed on the first page checklist, using the "paperclip" icons.
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Print the Carrier Contracting Checklist above and use to track your SureLC/Surancebay submittals.
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You will receive the SureLC/Surancebay emails after your Contracting Packet has been submitted and approved.
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Refer to last section below for common questions when completing your SureLC/Surancebay profiles for each carrier.
ANTI-MONEY LAUDERING - Required for Contracting
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The certificate must be from Reg-Ed even if you have a certificate from another company.
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Select Opt-Out of CE credits option so the course is FREE. You should not pay a fee for the AML course.
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Click Here to access the Reg-Ed website
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You will not be able to "download" a certificate. You will need to do a "print screen" and save as PDF.
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Click Here to view a sample AML certificate from Reg-Ed
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ERRORS & OMMISSIONS INSURANCE
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E&O Insurance is a professional liability policy.
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We recommend 360 to obtain your E&O Insurance.
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Several of our carriers require E&O Insurance.
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Click Here to access the 360 website.
PRE-APPOINTMENT STATES & NON-RESIDENT STATES
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View the attached document for "Pre-Appointment States" (not for new agents)
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If you are adding a non-resident state license after your initial contracting is processed, you need to email a copy of the non-resident license directly to the carriers as specified on THIS DOCUMENT.
COMMON QUESTIONS WHEN COMPLETING YOUR SURANCEBAY EMAILS
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Commissions should be paid DAILY.
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You should be paid ADVANCED commissions (not AS EARNED)
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Who orders paramedical exams? "Agent"
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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.
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Are you submitting new business or a new application? "NO"
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Name of Primary Final Expense Carrier? "Mutual of Omaha"
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How much business do you plan on submitting? $25,000 to $200,000 (you decide!)
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Will you be selling LTC (long-term care) Rider? "NO"