Contracting

  • Get Started

  • Complete the Connect checklist

    See description
  • 🚨 Schedule your contracting review

    See description
  • Get Contracted

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

    See description
  • Carrier contact information

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

    See description
  • Set up HCMS/ NLC and SureLC/SuranceBay

    See description
  • Request appointment with Prosperity

    See description
  • Request appointments for AIG, John Hancock, Aetna, Foresters National Life Group and Great Western in SureLC/SuranceBay

    See description
  • Request appointments for Americo, Mutual of Omaha and American Amicable through NLC

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

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

    See description
  • Move to Step 4: Training Checklist

    See description
This checklist was created by fflaspire

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