Agent Resources

New Agent Onboarding

The Onboarding process is simple, and prepares you for contracting with the insurance carriers.

You'll need to complete Anti-Money Laundering Training* and purchase Errors and Omissions coverage - use the links below, be sure to save PDF certificates/screenshots.

You will also need a Void Check or Bank EFT Form PDF for your commission deposits.

Watch for your "Lasting Mark Contracting Step 1- Onboarding Packet" email, it contains the link to complete your onboarding details and upload the documents.

Any documents not uploaded directly can be emailed to contracts@impactlegacygroup.com

Anti-Money Laundering (AML )

Errors & Omissions (E&O)

New Agent Contracting

Once your Onboarding Packet form is submitted, watch your email Inbox for Carrier Contracting requests. Many of them come from SureLC, some directly from insurance carriers or other contracting services.

Please complete each request ASAP upon receiving them (they each typically take just minutes).

Also watch your Inbox for your Impact Link and Slack invitations, and complete those sign-ups right away also.

Trustworthy 5 Step STArt-Up Pathway

Carrier Contracting Guides & Contact Info

State License Costs

Important! As you receive each carrier writing number, be sure to reach out to their contracting/commissions department and request appointment in each state you are licensed in. See carrier contact directory above.

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