STEP 1 - CONTRACTING
Complete the contracting packet your manager sent you via DocuSign and print the CARRIER CONTRACTING CHECKLIST
CARRIER CONTRACTING PROCESS
Carrier Contracting Packet via DocuSign
REG-ED Anti-Money Laundering (AML) certificate.
Errors & Omissions Insurance (E&O)
- 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 the next bullet points.
- After you have filled out the DocuSign and have attached all documents, click FINISH to complete the DocuSign. TEXT your manager for them to send your packet in for processing.
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.
- 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.
- GPM (Government Personnel Mutual) contract will typically go to spam. Search agentonboardingnoreply@gpmlife.com
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"
It is very important to work with your manager to see if in-person or virtual training is a good fit for you. Our goal is to set the expectations of what working face to face vs. working virtually entails. We want to help you choose the path that will be most profitable and the most successful for you.
- In-person training is typically recommended for an individual with NO experience in the Life Insurance Industry or NO experience selling virtually.
- Virtual training is typically recommended for an individual who has experience selling virtual in the life insurance industry or has previously worked in sales virtually.