Contracting

STEP 1- CONTRACTING

Download and complete the CONTRACTING PROFILE document. Return the contracting profile as ONE PDF to mandi@roberts-agency.com, do not send individual pages.

Required documents :

Copy of your life insurance license
Copy of your drivers license

Voided check or approved EFT form, see page 1 of contracting packet for more detail
RegED Anti-Money Laundering (AML) certificate
Errors & Omissions Insurance (E&O)

SCANNING APP RECOMMENDATION We use Adobe Scan from our smart phones to scan all of our application and documents. It is user friendly and free to use. Download from your app store.

You may write business with all carriers but they will only process your contracting upon submission of your first applications depending on PRE-APPOINTED STATES.

AML Training with RegEd

Equis Financial REQUIRES the RegED Anti Money Laundering course. No other AML will be accepted even if obtained recently. The course is free with this link.

https://secure.reged.com/Login/vu/VirtualUniversity/EQUIS

Select Opt-out of CE credits option, this AML Course cannot be applied towards CE credits. Upon completing the course take a screenshot of completion page and attach to your contracting packet.

Errors & Omissions Insurance (E&O)

This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O is not required to contract with most of our carriers but is highly recommended.

We recommend using the NAPA, National Association of Professional Agents. You can access their information HERE and clicking on the Life & Health Agent E&O button.

For any of the annuity carriers your E&O also needs additional coverage for fixed/indexed annuities.

What Happens NEXT?

Surancebay e-mails

Surancebay is the online system we use to transmit your contracting info to each carrier. After your Contracting Packet is APPROVED, you will receive a emails through Surancebay to confirm each carrier contact. You must open and confirm each email.

PLEASE NOTE: The GPM contracting link will come from the Equis Financial office 2-3 days after you receive the emails from Surancebay. You must complete and submit the contract for it to be processed. GPM requires you to have a writing number before you can write your first app and can take up to 3 weeks to receive your writing number. Don't delay this step, GPM is a frequently used carrier. If you don't receive the GPM email from Equis Financial, use the chat feature from your Equis dashboard to request the GPM contracting email.

CLICK HERE to download the Carrier Contracting Check List, this was designed to help you keep track of the contracting process. Text this document to Dan Roberts at 941-350-3115 when all Surancebay emails are complete.

Request Access to the Equis Lead System OPT!

OPT is the software program used by Equis to manage our lead program. After you have completed the Surancebay emails you should request access to OPT. To request access to OPT, login to your Equis Dashboard, click the Chat icon on the bottom right of the screen, and send the following message: "Hello, I have completed my Surancebay emails and I am requesting access to OPT" After you have received the "Verified" email from Equis, you are ready to start buying leads.