New Licensed Agent Checklist

GET PLUGGED IN

Join Private Facebook Group

Need Login Credentials (Manager Name & agency Name as this is a Private Group)

Join Team Slack App

Group support & communication

Download The Workspots App

Select your local office to stay connected with the team, access offices & monthly lead discounts

GET CONTRACTED

Send manager full legal name (First, Middle, Last), best email(email must be the same as used in HCMS and SuranceBay/SureLC), and phone number

Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 4 emails:

  1. Your HCMS Account setup link
  2. Your personalized link to SuranceBay – contracting request platform
  3. An invite link to Slack – our team communication tool
  4. A “Welcome To The Team” email to join our New Agent Training email series

Need E&O Insurance?

You can purchase E&O: on SuranceBay - Select Option B

Complete Your Contracting Requests In SuranceBay

You should have received an email from HCMS Support with SuranceBay Link

  • Watch the entire SuranceBay Overview Video and then get started.
  • Create a New Profile with SuranceBay (If you have used SuranceBay/SureLC previously you MUST Create a NEW Account buy Using A NEW EMAIL and/or NEW PASSWORD),Request Contracts for all of the carriers liste
  • 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
      • Producer: Locate the reason inside of the message Bubble on the lower left corner and email your Upline IMMEDIATELY!!

Check your contracting request in SuranceBay on a daily basis for any notes on your requests

Anti-Money Laundering (AML) Course

DO NOT Complete in SURANCEBAYis Provided once you have written your 1st piece of Business with AMERICO, MUTUAL OF OMAHA OR TRANSAMERICA. If you have an AML Certificate please upload.

Follow up with each carrier in 3 business days 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

Request Aetna, American Amicable, Foresters, Great Western and Transamerica in your HCMS Account

  • Log into your HCMS Account
  • Go to “Requests”    –>    “Add Requests”   –  “Select – New Carrier-SureLC Link   –>    Select “Add Carrier”

Requests go to Agency Admin for Review. If APPROVED, the request will go to Carrier Status. If REJECTED, you will be notified via email.

      • If you were CONTRACTED with the carrier please please RETURN to the HCMS Request “Select Approval Option” Enter AGENT ID/WRITING NUMBER. Then select “SUBMIT
      • Any UNSATISFIED Requests, must be resolved prior to the next Submission.
      • To Add Agent Writing Numbers to HCMS:
  1. Log into HCMS Here: https://hcms.chims.uppatop.com/login
      • Login is: “email” Password is: whatever you may have had, if you can’t remember reset password.

2. Click on “REQUESTS

3. Click on “MISSING CARRIER/WRITING NUMBER

4. Click on “Select & Add Carrier”

Prepare your appointment materials

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FFL National.com is the collective website of FFL National, FFL Entourage, and FFL Allegiance Insurance Agencies. Products and services are provided exclusively by the providers. Descriptions are for informational purposes only and subject to change. Insurance plans may not be available in all states. 

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By clicking the submit button, I expressly consent by electronic signature to receive communications via automatic telephone dialing system, artificial/pre-recorded message, email or by text message from this website and multiple partner companies or their agents (even if my number is listed on any state, federal, corporate or local Do Not Call list) including my wireless number if provided, for the purpose of insurance products, services, or opportunities. Data and carrier message rates may apply. I understand that my consent is not required as a condition of purchasing any goods or services and that I may revoke my consent at any time. I also acknowledge that I have read and agree to our Privacy Policy and Terms & Conditions.

Copyright 2022 FFL National

This site in not a part of the Facebook website or Facebook Inc.In addition to this, this site is not endorsed by Facebook in any way.  FACEBOOK is a trademark of FACEBOOK, Inc.

FFL National.com is the collective website of FFL National, FFL Entourage, and FFL Allegiance Insurance Agencies. Products and services are provided exclusively by the providers. Descriptions are for informational purposes only and subject to change. Insurance plans may not be available in all states. 

Terms and ConditionsPrivacy Policy

By clicking the submit button, I expressly consent by electronic signature to receive communications via automatic telephone dialing system, artificial/pre-recorded message, email or by text message from this website and multiple partner companies or their agents (even if my number is listed on any state, federal, corporate or local Do Not Call list) including my wireless number if provided, for the purpose of insurance products, services, or opportunities. Data and carrier message rates may apply. I understand that my consent is not required as a condition of purchasing any goods or services and that I may revoke my consent at any time. I also acknowledge that I have read and agree to our Privacy Policy and Terms & Conditions.

Copyright 2022 FFL National