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GET CONTRACTED

GET PLUGGED IN IF YOU HAVEN'T ALREADY:

1. Join Private Facebook Group: HERE

2. Join Team Slack: HERE

- one you have joined slack, reach our to our office admin Jordan Barnett to get you added to our private group

3. Download The Workspots App: HERE

- select the Roanoke, VA Office to stay connected with our team, access offices & monthly lead discounts

4. Start FFL Bootcamp: HERE

5. Add weekly conference calls to your calendar: HERE
6. Like/Follow these pages on social media:
- Family First Life Corporate Facebook
- Family First Life Conquest Facebook
- @FFLConquest on Instagram & TikTok

Not Licensed? Click Here...

CONTRACTING STEP 1:

After you receive your state license, you will then be registered in our Hierarchy Compensation Management System (HMCS).  You will receive three emails in return...

         a. Your HCMS Account setup link (must complete this step first)
         b. A "Let's Get Contracted" welcome email from Jordan.Barnette@conquestbg.com

         c. An email from Prosperity with a link to register for appointment with them (you cannot complete your appointment through Prosperity until you purchase E&O coverage in "Contracting Step 4")

 

CONTRACTING STEP 2:

 - Complete Your Contracting Requests In SuranceBay

         a. Make sure you watch the entire SuranceBay Overview Video and then get started.

         b. Create your SuranceBay profile: HERE

             ***Please note you must use the link above EACH time you log into Surancebay!!!***

         c. 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: jordan.barnette@conquestbg.com for help

         d. Check your contracting request in SuranceBay daily for any notes on your requests

         e. Make sure to keep an eye on your email - (Check your Spam/Trash folder) - as you will                begin to receive your confirmation and appointment emails.

          f. Please email jordan.barnette@conquestbg.com your agent writing number’s, for each                  company, as you receive them

 *** Here is some helpful info when completing your SuranceBay ***

  • If you are a newly licensed agent, you can NOT create a SuranceBay account unless you are fully licensed and the license has been active for 72 hours,

  • If you have had a SuranceBay account with another IMO before, please verify the “create an account” page shows YOUR agency name, not the old name. Sign up as new user and use a new email.

 

 

CONTRACTING STEP 4:

 - Purchase E & O Insurance - you must do this before contracting with any carriers

 - We recommend going through either:

CONTRACTING STEP 5:

You may also REQUEST in HCMS as a “New Carrier” if you want to be appointed with the following carriers:

Aetna – (866) 272-6630
Foresters – (800) 828-1540
Transamerica – (800) 295-3990
American Amicable – (800) 736-7311  Occidental – (800) 736-7311 (sister company to American Amicable) for the following states: Michigan, Iowa, Vermont, New Hampshire, Massachusetts, New Jersey, Rhode Island 

You may email your contracting admin when you have a client ready to write a policy for the following carriers: 

CFG – (800) 423-9765 (must write paper application to be appointed)
Global Atlantic – (800) 848-0977 (must write paper application to be appointed)
Royal Neighbors – (866) 733-9758 (must write paper application to be appointed)

A separate contracting link will be sent for the following carriers:

Prosperity – (866) 380-6413  You must do their own specific (AML) Anti-Money Laundering training

Athene – (888) 266-8489 (no direct upline) and must be requested by your contracting admin

CONTRACTING STEP 3:

 - Complete Anti-Money Laundering (AML) Course

         a. This must be completed within 24-48 hours of requesting carriers on SuranceBay

         b. There are links to TWO AML courses you must complete on SuranceBay: 

  • Surancebay FREE and WebCE

         c. Learn about AML: HERE