by fflaspire
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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

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• 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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