Complete the Connect checklist
🚨 Schedule your contracting review
Get Errors and Omissions insurance (required before you can start contracting with carriers)
Carrier contact information
Have a voided check ready to set up direct deposits with carriers
Set up HCMS/ NLC and SureLC/SuranceBay
Request appointment with Prosperity
Request appointments for AIG, John Hancock, Aetna, Foresters National Life Group and Great Western in SureLC/SuranceBay
Request appointments for Americo, Mutual of Omaha and American Amicable through NLC
Complete the Anti-Money Laundering (AML) Course after your status is at "Carrier" for Mutual of Omaha contract
Follow up with each carrier after your contract request has changed to "Carrier" status in SureLC/SuranceBay
Move to Step 4: Training Checklist
Published checklists can be found in Google or our public search.
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