FAMILY FIRST LIFE BIG SKY
THE HIGHEST PERFORMING SALES TEAM IN THE INDUSTRY
Embedded Files
WHEN CONTRACTING IS COMPLETED
You submitted appointment requests to 8 of the top Insurance Carriers in the country, now what?
WHEN CONTRACTING IS COMPLETED
You submitted appointment requests to 8 of the top Insurance Carriers in the country, now what?
ACTION STEP 1: As writing numbers are provided, add them to your HCMS ACCOUNT IMMEDIATELY (CONTINUE DOING THIS UNTIL EVERY CARRIER APPLIED FOR IS IN HCMS)
ACTION STEP 2: FOLLOW CARRIER REGISTRATION DIRECTIONS VERBATIUM AS PROVIDED VIA EMAIL FROM EACH CARRIER INDIVIDUALLY
ACTION STEP 3: ADD ALL CARRIER PORTALS TO HOMESCREEN OR FAVORITES TAB
Once appointment requests are approved, Carrier's will provide an exclusive writing number for you via email and directions on how to access agent portals, e-apps & agent resources. Some Carriers process contracting requests quicker than others. Call every carrier 2X per week until approved by all.
FINAL STEP: Log into Gateway, access Integrity Lead Center & watch ILC Guide Video below.
CONTRACTNG FAQ'S
SuranceBay Contracting FAQ
• Request Type - Contract
• FINRA - "NO"
• LTC Rider - "NO"
• Beneficiary – Individual who would receive earned commissions from the carrier if you pass away prior to receiving payment.
• When asked, “Will you be submitting business in the next 30 days?” Right answer: “NO”
Wrong answer: "Yes" (Delays Carrier contract processing)
SYSTEM DEFINITIONS
HCMS: Organizes all carriers, writing numbers and Agent information for corporate
MUST stay up to date 24/7 365 with ALL Writing Numbers for every Carrier you have access too
HCMS is used to process Promotions & Capture Agency Hierarchy correctly
Missing writing numbers will delay Promotion distribution to your carriers
ILC: BUY your leads in ILC. Access the ILC through Gateway.
SureLC (SuranceBay): Submit contracting for all carriers HERE except Americo & Prosperity
NLC: is where you will submit your contracting W/ Americo
Page updated
Google Sites
Report abuse