Getting Started
As with everything in the insurance business, becoming an agent involves a bit of paperwork. All these steps must be completed in their entirety before we can start selling.
Review the New Agent Calendar to see the timeline for everything below
Step 1: Get Your Insurance License
Pre-Licensing Course
We will cover the cost for your Pre-Licensing Course here: https://prepare2pass.com/ffl.
Our exclusive Discount Code is: FFLVELOCITY-ZH3V
Each state has their own licensing steps:
- Texas Licensing
- Louisiana Licensing
- Oklahoma Licensing
- North Carolina Licensing
- Arizona Licensing
- Tennessee Licensing
- Florida Licensing
- Georgia Licensing
- Ohio Licensing
- New Jersey Licensing
- Indiana Licensing
If your state is not listed, click here.
Step 2: Get Contracted With Our Carriers
- Send manager full legal name (First, Middle, Last), best email, and phone number
- Manager will submit your information to Contracting and you will be getting these emails:
- Your personalized link to our SuranceBay contracting portal
- An email with SuranceBay instructions
- A “Confirm Your Subscription” email to join our New Agent Training email series
- Manager will submit your information to Contracting and you will be getting these emails:
- Obtain E&O Insurance
- You can purchase E&O HERE
- Select the option for Life, Health and Fixed/Indexed Annuities (Typically Level IV)
- Go through your specific contracting link that was emailed to you from contracting.
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”.
SuranceBay “Currently At” Statuses:- Producer: Go back through and confirm your requested appointments
- 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 each carrier
- Discarded: Locate the reason, and email us for help
- Check SuranceBay daily for contracting updates with each carrier.
- Complete Anti-Money Laundering (AML) Course
- Learn about AML HERE
- This can be completed before or after submitting contracting through LIMRA
- Follow up with each carrier in 5 business days after your contract status has changed to “Carrier”
- 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 appointment confirmation from the carriers.
- Make sure to look in your SPAM and Promotional folder of your email.
Step 3: Get Connected to our Team and Complete Agent Bootcamp
- Do it all at our Agent Welcome Center