Contracting

  • Get Started

  • Complete the Connect checklist

    Be sure to complete all the items on the  Step 1: Connect checklist. 

    Mark this step as complete when you\'ve finished the checklist. 

  • 🚨 Schedule your contracting review with Nori Mesquiti (#1 of 4 Zoom calls)

    Schedule a Zoom session with Nori Mesquiti to review the next steps in the contracting process.

    Click here to schedule your Zoom with Nori

    In your Zoom session, Nori will cover the basics of contracting as well as Bootcamp, Tools of the Trade and the NextLevel+ app. Please be sure to have registered for all three tools before your Zoom session.

    ✅ Mark this step as complete as soon as you have your Zoom with Nori. 

  • Get Contracted

  • Get Errors and Omissions insurance (required before you can start contracting with carriers)

    Purchase E&O insurance. You will need this before you can begin contracting with carriers. 

    Select this plan: $1 Million per claim / $1 Million annual aggregate

    Cost: Pay $84.12 down and 3 monthly payments of $34.08 for a total of $186.36. Or, make a one-time payment of $166.33

    Click here to buy E&O insurance

    ✅ Mark this step as complete once you have purchased E&O insurance.

  • Have a voided check ready to set up direct deposits with carriers

    In place of a voided check, we can accept a letter from your bank. It must be signed by a bank representative, and include your routing number, account number, and personal information.

    These are the ONLY two options for setting up direct deposit payments. The carriers will not accept anything else.

    💡 Pro Tip: Set up a separate bank account for your business. You can do this by setting up a new checking account with your existing financial institution or consider a local credit union for the best rates.

    ✅ Mark this step as complete once you have a voided check ready or the letter from your bank.

  • Set up HCMS and SureLC/SuranceBay

    An email with instructions on how to get appointed with carriers will be coming from Michelle Collins. Her email address is contracting@fflinw.com. Emails are sent Monday-Friday. 

    Read this email in its entirety and have it handy while you are setting up HCMS and your SureLC portal. 

    HCMS is our platform for managing internal requests. 

    SureLC/SuranceBay is our platform for filling out carrier contracts.

    Our Agent Liaison will reach out to you to verify your contracts are submitted properly. .

    ✅ Mark this step as complete once you have set up your accounts in HCMS and SureLC/SuranceBay.

  • Request appointment with Prosperity

    If Jessica or Ken Powers is your upline, send an email to support@aspireffl.com and we will send you a direct link to contract with Prosperity. 

    If your upline is someone else, email them directly for the link.

    ✅ Mark this step as complete once you have requested your appointment with Prosperity. 

  • Request appointments for Americo, AIG, John Hancock and Mutual of Omaha in SureLC/SuranceBay

    Click here for detailed instructions on how to get appointments with carriers  

    At-a-Glance of SureLC/SuranceBay Statuses

    Producer: Go back through and confirm your contract request.

    BGA: Good job! You\'ve done it correctly and your contract has been sent to our home office.

    Carrier: FFL home office has sent your contract to the carrier.

    Discarded: Locate the reason and email contracting@fflinw.com for help.

    ✅ Mark this step as complete once you have requested appointments for Americo, AIG, John Hancock and Mutual of Omaha. 

  • Request appointments for Aetna, American Amicable, Foresters and Great Western through HCMS and then finish contracting forms in SureLC/SuranceBay

    You will request the appointments through HCMS and then fill out the contracting forms in SureLC/SuranceBay.

    Click here for detailed instructions on how to get appointed with carriers

    At-a-Glance of SureLC/SuranceBay Statuses

    Producer: Go back through and confirm your contract request.

    🎉 BGA: Good job! You\'ve done it correctly and your contract has been sent to our home office.

    Carrier: FFL home office has sent your contract to the carrier. 

    Discarded: Locate the reason and email contracting@fflinw.com for help.

    ✅ Mark this step as complete once you have filled out the contract requests for Aetna, American Amicable, Foresters and Great Western in SureLC/SuranceBay.

  • Complete the Anti-Money Laundering (AML) Course after your status is at "Carrier" for Mutual of Omaha contract

    Note: If you are unable to register please request an appointment with Mutual of Omaha. Once they receive your contract, they will register you with AML.

    Complete your course through LIMRA and it will only take about 45-60 minutes. 

    Your user name is your National Producer Number and  your password is your last name in all lower case - ex: powers

    Click here to look up your National Producer Number

    Click here to take the AML course

    ✅ Mark this step as complete once you have completed the course.

  • Follow up with each carrier 5 business days after your contract request has changed to "Carrier" status in SureLC/SuranceBay

    Verify that they have all your contracting paperwork and that there are no outstanding requirements.

    Keep an eye on your email box for important messages and contracting information from carriers.

    Be sure to check your SPAM and Promotional folders in your email. 

    Carrier Contact Information

    Aetna: 866.272.6630

    AIG/American General: 800/677.3311

    American Amicable: 800.736.7311

    Americo: 800.231.0801

    Athene: 888.266.8489

    Foresters: 800.828.1540

    Great Western:

    John Hancock: 877.606.7779

    Mutual of Omaha: 800.867.6873

    ✅ Mark this step as complete when your appointments are in Carrier status 

  • Reach out to your mentor and get ready to run!

    As soon as you\'ve submitted all of your contracts, reach out to your mentor to make a plan for getting in the field. 

    ✅ Mark this as complete and join us for the next step in your journey at Step 4: Training

This checklist was created by fflaspire

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