ONBOARDING
WITH FFL COVENANT

Complete your HCMS invite that was sent to your email. It will come from Support HCMS. (check your spam folder).

Be sure to use the information that is on NIPR.

IF your information is different, complete the onboarding & then go change it NIPR if needed.

No hyphens for emails or names- you can leave a space.

HCMS CONTRACTING

The following carriers are requested in HCMS:

AETNA

Upline must be licensed in the downline's resident state. This rule does not apply if the upline is contracted as a business entity for the following states: IA, NH, RI, TN, VT, and WI.
E&O is not required
ITIN is accepted

FORESTERS

There are no special requirements.
E&O is required
ITIN is accepted

GREAT WESTERN

Agent and upline cannot be in the same groups. GW Comp groupings are: 65-90, 95-110, 115-125. Split hierarchies due to comp grouping are submitted as Other-New Carrier Request. For FL, GA, MA, MT, NM, PA, TX, VA and WI states: ALL uplines must be licensed in the downlines resident state. Wisconsin does not require agencies to be licensed, but the agency principal must be licensed.
E&O is required
ITIN is accepted

JOHN HANCOCK

Some teams may have John Hancock automatically available to their agents in SureLC. If so, no HCMS request is needed for them.
E&O is not required
ITIN is not accepted

TRANSAMERICA

There are not special requirements.
E&O is required
ITIN is accepted

Corporate will receive these requests within a few days. Once they have received, corporate will contact you via email to confirm you have a contract waiting to complete in your SuranceBay account.

(You will see the carriers from SuranceBay as options, but do not need to re-request them.)

CLICK THE "+"

CLICK ADD CARRIER

SELECT NEW CARRIER

SELECT YOUR NAME

SELECT THE CARRIER

CLICK CREATE REQUEST

The following carriers are requested in NLC:

AMERICAN AMICABLE
AMERICO
COREBRIDGE (AIG)
MUTUAL OF OMAHA

To request the below carriers, please send Charlyn (char@fflcovenant.com) an email so she can reach out to the correct corporate office associate.

CFG
GERBER
LIBERTY
OCCIDENTAL
RNA

The following carriers are requested through your uplines portal:

PROSPERITY
UNITED HOME LIFE

SuranceBay

SuranceBay is where you will add all your important information, i.e., your direct deposit information, AML, and Errors & Omissions Insurance.

CLICK "CONTRACTING REQUESTS" AT THE BOTTOM LEFT SO YOU CAN ACCESS ALL CONTRACTS REQUESTED IN HCMS.

NLC

SELECT THE
NLC ICON

CLICK THE "+" PLUS SIGN

NOW SELECT NEW CONTRACTING

SELECT CARRIER THEN COMPLETE CONTRACTING APP. YOU MUST APPLY A SIGNATURE FOR CARRIER TO BE SUBMITTED FOR PROCESSING.

NEW AGENT LAUNCH

As you are awaiting your carrier writing numbers and welcome emails, please start calling each carrier every 2-4 days for a status verification. Contractors do not get any carrier status verification confirmations, so it is the agent's responsibility to check frequently.

As you start receiving your carrier writing numbers, please call each carrier and speak with their sales department. They can instruct how to support your portal back office and how their website works.

Prosperity contracting is initiated from your direct upline.

If a carrier says you need transfer forms to complete contracting, please email Charlyn Prater at char@fflcovenant.com.

While you are waiting on writing numbers, join our New Agent Launch call, at 10 am EST. This will aid in training for in-home & telesales.

WWW.VELOCITYZOOMCALLS.COM

HOW TO ADD WRITING NUMBERS

SELECT A CARRIER FOR WHICH YOU WOULD LIKE TO ADD THE WRITING NUMBER

SELECT A CARRIER FOR WHICH YOU WOULD LIKE TO ADD THE WRITING NUMBER

VERIFY PRODUCT

VERIFY PRODUCT TYPE

VERIFY UPLINE

CLICK CARRIER(S) APPROVED

ADD WRITING NUMBER

CLICK SUBMIT

WATCH THIS "HOW-TO" VIDEO FOR ADDING WRITING NUMBERS FOR HCMS REQUESTED CARRIERS.

HOW TO ADD WRITING NUMBERS

SELECT MISSING CARRIER

SELECT CARRIER TO BE ADDED

SELECT YOUR NAME

YOU CAN ADD MULTIPLE CARRIERS

SUBMIT REQUEST WHEN DONE ADDING CARRIERS

Writing numbers for disabled carriers can be entered into HCMS on Tuesdays and Fridays between 1:00pm and 2:00pm EST by submitting them as a Missing Carrier Request. This applies to the following carriers:

AFLAC
American Amicable
Americo
Athene
CFG
Corebridge
ETHOS
F&G Life
Gerber
Global
Lafayette
Liberty Bankers
MOO
NLG
North American
Occidental
Prosperity
Royal Neighbors
United Home Life

ONBOARDING WITH FFL COVENANT

HCMS CONTRACTING

CLICK THE "+"

CLICK ADD CARRIER

SELECT NEW CARRIER

SELECT YOUR NAME

SELECT THE CARRIER

CLICK CREATE REQUEST

SuranceBay

CLICK "CONTRACTING REQUESTS" AT THE BOTTOM LEFT SO YOU CAN ACCESS ALL CONTRACTS REQUESTED IN HCMS.

NLC

SELECT THE NLC ICON

CLICK THE "+" PLUS SIGN

NOW SELECT NEW CONTRACTING

SELECT CARRIER THEN COMPLETE CONTRACTING APP. YOU MUST APPLY A SIGNATURE FOR CARRIER TO BE SUBMITTED FOR PROCESSING.

NEW AGENT LAUNCH

HOW TO ADD WRITING NUMBERS

SELECT A CARRIER FOR WHICH YOU WOULD LIKE TO ADD THE WRITING NUMBER

SELECT A CARRIER FOR WHICH YOU WOULD LIKE TO ADD THE WRITING NUMBER

VERIFY PRODUCT

VERIFY PRODUCT TYPE

VERIFY UPLINE

CLICK CARRIER(S) APPROVED

ADD WRITING NUMBER

CLICK SUBMIT

WATCH THIS "HOW-TO" VIDEO FOR ADDING WRITING NUMBERS FOR HCMS REQUESTED CARRIERS.

HOW TO ADD WRITING NUMBERS

SELECT MISSING CARRIER

SELECT CARRIER TO BE ADDED

SELECT YOUR NAME

YOU CAN ADD MULTIPLE CARRIERS

SUBMIT REQUEST WHEN DONE ADDING CARRIERS

WATCH THIS "HOW-TO" VIDEO TO ADD WRITING NUMBERS FOR DISABLED CARRIERS OUTSIDE HCMS.

ONBOARDING
WITH FFL COVENANT

SELECT THE
NLC ICON