SALES MAFIA

Will's Team Contracting

There is also a guide on YouTube that you may find helpful.

You will be asked to enter your basic information under each of the tabs, then request NASB appointment under "Contracting Request" (please only select NASB at this point, not individual carriers) and finally sign & confirm the contract.

*Please note that if you are newly licensed, it may take up to 7 business days for SureLC to sync with NIPR/your state, for you to be added in the system and able to being contracting.

Background Questions & LOE
When answering the background questions, please list anything that may possibly show up in a background check. Carriers will decline contracting if an agent answers "no" and something pops up in their background check. We have a general guide to writing a Letter of Explanation for background incidents, to assist.

BANK INFO

In order to set your EFT/direct deposit correctly with the carriers, you will need to provide your bank information & a scan or photo. If there is a signature field on your bank document, please make sure that is signed, as some carriers may reject it if it is left blank. Carriers are very specific about what they will accept, so please upload one of the following:

VOIDED CHECK

Can't be a "starter check"
Your name & info must be pre-printed on the check as well as bank logo/name
Name must match name used for contracting

- OR -

Letter on BANK LETTERHEAD

Must be typed/printed (not handwritten)
Including your Name, as it appears on contracting
Type of account (Checking/Savings)
Account Number
Routing Number
Signed by a bank representative

- OR -

DIRECT DEPOSIT Form from the bank

Not Accepted by AIG, unless a check is also printed on the form.
Must show Agent's Name, as it appears on contracting, Routing, and Account Number printed on it. (Information cannot be handwritten)
Agent must sign the document, if there is a space for signature, for it to be valid.

*If there is a signature field on your bank document, please make sure that is signed, as some carriers may reject it if it is left blank.

E&O INSURANCE
E&O (Errors and Omissions) insurance is not required, but often recommended. You can still complete your contracting if you do not have E&O, though that tab will remain red. Some carriers such as Foresters, AIG & Gerber do require E&O . If you choose to get E&O, we have found that NAPA offers some of the most affordable coverage with various payment plans. Go to www.napa-benefits.org & select option A.

ANTI-MONEY LAUNDERING (AML)

Carriers require you to complete an AML (Anti-Money Laundering) course in order to process your business. Under the "Training" tab, please take the free SureLC/SuranceBay AML course to get started. https://aml.surancebay.com

Royal Neighbors requires AML training exclusively through LIMRA. This training will be accessible after you are contracted and have submitted business. At that point, Royal Neighbors will add you to the LIMRA system and notify you via email when the free AML course becomes available. Once you complete the course, please follow up with us.

COMPLETING CONTRACTING

The final step is putting in your contracting request for NASB (please only select NASB at this time). After a few questions, you'll see the full contract. Scroll all the way to the bottom of the contract & click "apply my signature".

Please let us know when you have completed the online contracting so that we can follow up with our home office and start processing your carrier contracts.