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 the Team Discord 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

Your 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 and NLC – contracting request platform
  3. A “Welcome To The Team” email to Start Training Camp

Need E&O Insurance?

You can purchase here - Napa E&O or CalSurance https://www.napa-benefits.org/insurance/errors-and-omissions-eando-insurance
https://www.calsurance.com/lh

Complete Your Contracting Requests In SuranceBay

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

  1. Login to HCMS – There should be a pop up box that informs you to verify your NPN. Once completed it will direct you to NLC- AMERICO and AMERICAN AMICABLE
  2. SureLC – Create an account. Fill out all the information.  Then do requests for Mutual of Omaha, John Hancock & AIG
  3.  Prosperity –

    Locate the Email we sent for the contract (If you cannot find this email let me know and I can resend it) 

  4. HCMS-

    Once you have completed the steps above you will go back onto HCMS and request the rest of the carriers. At the top left hand corner there will be a + inside a small box. Please click this and select “New Carrier Request” 

    • If you are requesting a carrier for the first time select “New Carrier – SureLC Link” 
      • The carriers you will be requesting are Aetna, TransAmerica, Great Western, Foresters
    • Once you start receiving writing numbers you will update your HCMS profile. 
      • Go back to the + at the top left hand corner, select “New Carrier Request” again and this time select “Missing Carrier / Writing Number” 
    •  

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 SURANCEBAY – is 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.

Americanamicable.com

Username: aml

Password: course

LIMRA.com
Username: Your License Number
Password: the last 6 digits of your Social Security Number

 

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

Start Training Camp

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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