Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
NEW AGENT CHECKLIST
GET CONTRACTED
☐ Send Desiree your full legal name (First, Middle, Last), best email, and phone number
- She will register you in our Hierarchy Compensation Management System (HMCS). You will receive 3 emails:
☐ Need E&O Insurance?
- We recommend using 360 Coverage Pros: https://www.360coveragepros.com/ffl/errors-and-omissions
- Select the FFL Option!
☐ Complete Your Contracting Requests In SuranceBay
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, Request Contracts for all of the carriers listed, and confirm they move to BGA status
- SuranceBay Statuses:
- Check your contracting request in SuranceBay on a daily basis for any notes on your requests.
☐ Complete Anti-Money Laundering (AML) Course
- Learn about AML: HERE
- This can be completed through LIMRA: HERE. Go to compliance training. Your username is your NPN. Password is your last name all lowercase.
- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE
☐ Follow up with each carrier in 5 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