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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:

  1. Your HCMS Account setup link
  2. Your personalized link to SuranceBay - contracting request platform
  3. A "Welcome To The Team" email to join our New Agent Training email series

​

☐ 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: 

  • 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 
  • Discarded: Locate the reason, and email: desiree@fflconquer.com for help

- 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

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☐ 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

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