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