SuranceBay
This is a widely used software for contracting. Upon onboarding to SuranceBay, one contract will be waiting for you: Corebridge (formerly AIG).
Before you get to the contract, you will go through the process of setting up your account and loading all necessary information into the system.
A FEW THINGS TO NOTE:
DO NOT TRY TO DO THIS ON YOUR PHONE. While SuranceBay is mobile-friendly for checking in on contracts, it’s not for initial setup. This part is much easier to complete on a desktop or laptop.
You cannot create a SuranceBay/SureLC account if your license has not yet been active for 72 hours. SuranceBay pulls from NIPR every Wednesday and Saturday.
Once eligible, you should complete your SuranceBay profile and request carriers ASAP. The sooner you complete this step, the faster you will receive your writing numbers and can start protecting families.
If you have had a SureLC account with another IMO before, please sign up as a new user and use a new email - if not, everything you do goes through your practice company instead of FFL.
Step 1: Create an Account
Click the link in Email #3 (Subject Line: Family First Life (FFL) - Contracting Link) from HCMS for SuranceBay. Please note that the link is one-time-use, so it will only be valid for onboarding.
When you get to the login page, hit Register New Account.
Fill in the requested information in order to create your account. Please note that Direct Upline is not a required field, so you can leave it blank!
Step 2: Set Up Your Profile
Once you’ve created a new account with that link, it’s time to set up your profile! Click to watch this video before proceeding:
If you prefer a written step-by-step through of the tabs in SuranceBay, click below:
Done watching the video, or have the walkthrough pulled up? Click below to go to SuranceBay to start setting up your account.
Make sure to bookmark the login page. This is your Daily-Use Link. You should become well acquainted with this system over the next week or so by checking it daily to make sure contracts here are moving forward as they should be!
Step 3: Fill Out Contracts
Once you have filled in all the necessary information it’s time to move on to submitting your first few contracts, under Contracting Requests. Repeat this process until you've applied with the carriers available in SuranceBay.
Next Up: Onboarding to NLC