GET CONTRACTED

☐ Send manager(hiring@familyfirstlife1.com) full legal name (First, Middle, Last), best email, and phone number 

- 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 - contracting request platform

  3. An invite link to Slack - our team communication tool

  4. A "Welcome To The Team" email to join our New Agent Training email series

☐ Need E&O Insurance? 

- You can purchase E&O: HERE

- Select Option B

 

☐ 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: hiring@familyfirstlife1.com for help

- Check your contracting request in SuranceBay on a daily basis for any notes on your requests

- SuranceBay Help: hiring@familyfirstlife1.com

☐ Complete Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- This can be completed through LIMRA: HERE

- 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

☐ Request Aetna and American Amicable in your HCMS Account

- Log into your HCMS Account: HERE

- Go to "Requests" -->"Add Requests" --> Select "Add Carrier"