![572 [Converted].jpg](https://static.wixstatic.com/media/4a6b4f_4157fed1e05141d3a7e894cd30c43a8f~mv2.jpg/v1/fill/w_937,h_542,al_c,q_85,enc_auto/4a6b4f_4157fed1e05141d3a7e894cd30c43a8f~mv2.jpg)
GETTING CONTRACTED
Let's get appointed with our carriers.
Send manager full legal name (First, Middle, Last), business email, and phone number
-
Manager will register you in our Hierarchy Compensation Management System (HCMS). You will receive the following 2 emails:
-
Your HCMS Account setup link
-
Your personalized link to SuranceBay - contracting request platform
Need E&O Insurance?
-
You can purchase E&O: HERE
-
Select Option B
Complete Your Contracting Requests In SuranceBay
-
Register a New Account with SuranceBay
-
Complete SuranceBay LLC AML (under the CE and Training tab in SuranceBay)
-
Request Contracts for all of the carriers listed, and confirm they move to "BGA" status
-
SuranceBay Statuses:
-
Producer: Go back through and confirm your contract request
-
BGA: Good Job, you have done it correctly and your contract has been sent to our home office
-
Carrier: FFL home office has sent your contract to the carrier
-
Discarded: Locate the reason, and email: char@fflcovenant.com for help
-
-
Make sure to call the carriers once you see your request move to "Carrier" status
Complete LIMRA Anti-Money Laundering (AML) Course
Follow up with each carrier after your Contract Request changed to "Carrier" Status
-
Verify they have all your contracting paperwork and that there are no outstanding requirements
-
Carrier contact info can be found: HERE
-
Keep an eye on your email box for important messages and contracting confirmation from the carriers
-
Make sure to look in your SPAM and Promotional folders of your email
