GET CONTRACTED
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Prepare for Contracting
Sign Affidavit with FFL
Enter Your Info in SuranceBay
Request Carrier Appointments
AML Training
Follow Up with Carriers
Email Your Agent Number
PREPARE FOR CONTRACTING
Contracting allows you to do business with the many companies we work with.
You will get paid directly by the companies when you put policies in.
If you were appointed with the following companies before with a different IMO, we will still need new contracting paperwork.
Contracting process can take 7-10 business days. In order to make the process smooth, please prepare to submit these three documents.
1.
COPY OF YOUR RESIDENT INSURANCE LICENSE
If you need a copy, you can print it out from
2.
COPY OF A VOIDED CHECK
This is for your direct deposit of your commissions. If you do not have check, you can submit bank letter with account number. Ask bank for bank letter.
3.
COPY OF E&O CERTIFICATE
Purchase E&O certificate from NAPA.
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Click "Apply Now"
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Set up an account
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Choose Option B
ENTER INFO TO SURANCEBAY
Watch video on how to use SuranceBay and create a profile.
Ensure that your flash is turned on and that you are using a computer.
Website will not work on your mobile phone.
If you have used SuranceBay before, you will need to create a new account.
ANTI-MONEY LAUNDERING
Complete Anti-Money Laundering Course
This can be done before or after you submit your contracts.
We are pleased offer required anti-money laundering training through the Life Insurance Marketing Research Association (LIMRA) at no cost to you.
The course takes approximately 45-60 minutes to complete.
LOGGING IN INSTRUCTIONS
Username: Your username is your National Producer Number
First Time Password: Your password is your last name (all lowercase)
You can change your password after logging in.
*Note: Carriers will also send you email to do Anti-Money Laundering Course.
FOLLOW UP WITH CARRIERS
Follow up with carriers directly 5 business days after the status changed to "At Carrier" on SuranceBay
AMERICO
800-231-0801
Press 3 (agents) > Press 6 (contracting)
AIG/AMERICAN GENERAL
800-677-3311
Press 1 > Press 4
ATHENE
888-266-8489
Press 2 (agents) > Press 4 (contracting) > Press 2
AMERICAN AMICABLE
800-736-7311
CFG
800-423-9765
Must have 1st business to be contracted.
FORESTERS
866-466-7166
Press 4 (contracting)
GLOBAL ATLANTIC
855-887-4487
Press 7 > Press 2 > Press 1 > Press 3 > Press 1
JOHN HANCOCK
877-606-7779
Press 2 (agents) > Press 4 (contracting) > Press 2
MUTUAL OF OMAHA
800-775-7896
Press 3 (licensing) > Press 1 (contracting)
PROSPERITY
866-380-6413
Upline send contracting link
ROYAL NEIGHBORS
800-627-4762
Must have 1st business to be contracted.