List: Contracting

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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
Contracting
Scott Adkins
Scott Adkins
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