If you don’t know your National Producer Number please CLICK HERE

1. Verify DOB

2. Phone Number

3. Email

4. Mailing address 

* IF your NIPR account information is incorrect it will cause problems with contracting

Please watch this video that will teach you how to update NIPR with your current Information  NIPR INFO UPDATE 

When you update NIPR it will automatically update in your HCMS in 1-5 days

After the verification of the details, you need to set up a password

The password you set up will be the same for all Family First Life websites (HCMS, Gateway, ILC, NLC)

Make sure you add a beneficiary because you get renewals since day 1 if something happens to you your beneficiary can claim those renewals commissions 

The profile will ask you to upload E&O insurance, the carriers require this coverage.  We recommend using NAPA E&O

Pick one of the following options based on your situation:

1. Life & Health Newly Licensed Agents (If you have had your licensed less that 2 years)

2. Life & Health Agents  (If you have had your licensed more than 2 years)

• Please select (Option B) is you are planning to sell Fixed & Indexed Annuities, otherwise select (Option A)

• Select $1 Million per claim 

The need a 7 year Employment History with no gaps 

Answer all background questions.

If you answer YES to a background question? You will need to write a letter of explanation. You will also need to include any copies of court documents if you have any charges on your record. You can upload these items to the system directly and add any explanations necessary.

After your profile is complete, go to Request if you were not redirected after completing your profile.

Create one Request for each Insurance Company

1. Select New Contracting if this is your first time getting appointed with that company other wise, select New Contracting (ReInstatement)

2. If you select to be contracted in multiple states at once you’ll have to pay fees, Please make sure you contract on the states you are actually planning to write business in.

3. Form Submission: Please Review all contracting documents generated. You have to scroll all the way down before you can agree and authorize the submission of the contract 

4. To apply your digital signature a code will be sent to your phone number. Type that code under Signature Key 

5. Apply your Contract Application Password (Same Password to login to HCMS/NLC)

When asked please select these options

• 9 months settle 

• 3,000 advance 

• Daily

Make sure you upload a copy of your Voided check and ID 

Prosperity has its own AML training that needs to be completed regardless of whether you have completed this training before

After you complete AML your contract will be approved in 24-48 hours 

Select Register New Account – make sure you see FFL Strength & Finance on the top right 

**It will ask for your:

• SS#

• Last Name 

• Date of Birth 

** Use a NEW email if you have ever used SuranceBay before. Must be all-new, or it will not come to our team. It will get lost

After entering your DOB the system will check the NIPR database to make sure you are a licensed producer. Once your account has been located, a confirmation message will be shown.

Next, you’ll receive a confirmation email at the address entered as your Login ID.  The email will be sent from setup@surancebay.com. Locate the email and select Click Here link to activate your account and complete the account registration process. At this point you’ll be redirected to a page where you can create your login password.

Click Here for Detailed Instructions

In place of a voided check, we can accept a letter from your bank. It must be signed by a bank representative and include your routing number, account number and personal information on bank letter-head. 

These are the ONLY two options for setting up direct deposit payments. They won’t accept deposit slips, bank cards, or anything other than a check or bank letter-head.

Click Here for Detailed Instructions

Questions: Did you answer YES to a background question? Make sure to attach a letter of explanation.  You will also need to include any copies of court documents if you have any charges on your record. You can upload these items to the system directly and add any explanations necessary.

History : They need 5 years of work history with no gaps. If unemployed please disclose. You have to do the same for Address History.

The profile will ask you to upload E&O insurance, the carriers require this coverage.  We recommend using NAPA E&O

Pick one of the following options based on your situation:

1. Life & Health Newly Licensed Agents (If you have had your licensed less that 2 years)

2. Life & Health Agents  (If you have had your licensed more than 2 years)

• Please select (Option B) is you are planning to sell Fixed & Indexed Annuities, otherwise select (Option A)

• Select $1 Million per claim 

YOU WONT HAVE ANY CARRIERS AVALIBLE TO REQUEST . After your profile is complete, go to HCMS and create a  NEW CARIER REQUEST

IF YOU ARE ALREADY CONTRACTED WITH ANY OF THE COMPANIES AVAILABLE PLEASE CLICK ON TRANSFER INSTEAD OF CONTRACT

When you click on Request it will take you to the At Producer tab by default. If the company you requested through HCMS is not there please check with your agency admin.

Carrier and Request Type

States & Products

Training

Errors & Omissions

Carrier Questions

Questionnaire

Confirm & Sign

After you have submitted all your companies log back in about 48 hours and make sure the status of those contracts are at Carrier if one of them says producer you probably missed something and you need to resubmit the contract 

Once the contract is at Carrier call the companies to find out what’s the status o your appointment request 

1. From your account dashboard, or, any page with the '+' icon on the left side, you can click and select 'New Carrier request' from the dropdown list of actions available for your account.   

2. Select the carrier from the subsequent dropdown menu. Please note that unavailable carriers will be greyed out. You may hover over the carrier to get relevant information in that regard, or, contact your agency admin.

3. Once selected, you may click the 'Add carrier to list' button. 

4. The Carrier and their products will be visible in the 'Added Carriers’ section. Also, you may edit/remove the carrier by  clicking the three dots to the left of each entry.

5. Steps 1-4 can be repeated to add multiple carriers. They will be listed in the same section.

6. Once completed, the user can then click ‘Create request’.

Keep checking in on the status of these types of requests. When a request status moves to “Corporate Reviewed,” it is now available in your SureLC profile and you should complete any remaining steps to get appointed with the carrier through that profile. Once you receive your producer number from a carrier, please complete the last and necessary steps in your HCMS profile to have the carrier reflected in your profile.

Once you have completed your contracting through SURELC, and you have your Agent Number/ Writing Number. It's IMPORTANT for you to go back to your Request and close it by Adding your Agent number by Selecting Carrier approved