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Insurance Carrier Contracting

Complete the following tasks to have your contracting documents submitted to the carriers, and to gain full access to the Equis Agent Dashboard and Lead System:

1. Pass Your State Test

Once you pass the state licensing test, immediately inform your manager.

Complete your state license application at nipr.com

Once your licensed is approved, download a digital copy of the license from nipr.com
 and email it to your manager. 

2. Assurant/AML Contracting
You will receive your Assurant/American Memorial contracting packet from Stefanie.
 
Once the contracting is completed, email complete packet with required documents (see sidebar) back to Stefanie, with cc to your direct manager, as well as  Mike Hall at mhall@trustworthyfinancial.com and John Barlow at jbarlow@equisfinancial.com.
 
3. Gerber Life Contracting
Gerber Life contracting is completed "Just-in-time". Once you have your first Gerber application in-hand, you will submit it to Equis for processing. Your contracting will be processed at the same time as that first policy application.
4. Get Your Leads
Your manager will assist you in placing your initial lead order.
 
Documents for your Contracting Profile
  • Copy of your insurance license
  • Copy of your drivers license
  • Voided check
  • Anti-Money Laundering (AML) certificate
  • Errors & Omissions Insurance (E&O)
TIP - Start Selling Now!

You can start writing business as soon as you complete the Assurant/AML contracting packet. You do NOT need writing numbers from the carriers to submit business in most states.

Review the pre-appointment states with your manager.