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WELCOME TO THE TEAM

Please Complete all 7 steps below to begin your journey here as a new agent!

 

Once completed please allow our contracting team 48 hours to check for any missing information.

01

Request 1099 Partnership with our Wholesale Division.

After completing the request, please continue to step 2. 

02

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Complete AML

Please follow the instruction pdf. 
Click Here to Download PDF

Outside AML Courses not accepted.

03

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Apply for Non Resident Licenses

Once Resident License is Approved You can Apply for other States for Phone/Virtual Sales.
Download a List of State Non Resident Fees Here.

04

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Print Your License

Get a copy of Your License after It's Approved. Make sure to check daily on approval.

05

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Please Sign up for Errors and Omissions Coverage. 

One Million for fixed and index products is required to make sure you have access to all of our carriers.

06

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Compliance Accepted EFT Forms 

In order to get paid from our carriers, please make sure you have the correct forms.

07

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Finalize Contracting

Only If you have completed all of the above steps, upload those documents to our team by clicking the button.

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