Get Contracted

1. Carrier Contracting

  • We use two systems to get agents up and running: HCMS and SureLC – learn about how they work together.

HCMS / SureLC

These two systems are vital to you getting setup properly as an agent with us.

HCMS (short for Hierarchy and Compensation Management System) is an online software that sets up your personal commission level, your upline, and your downline agents correctly with Family First Life.

SureLC (also called SuranceBay) is an online software for you to request appointments with the various carriers available to you through Family First Life.https://www.youtube.com/embed/UmEPdqEMS3o?feature=oembed.

Here is some helpful info when completing your SuranceBay:

  • 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.

CARRIER REQUESTS

Please make sure all of the “My Info” section is completely done before requesting carriers, or it may delay appointments. You must have a current AML/Limra.

Go to “My Appointment Requests” and request the carriers there, filling out anything with a red asterisk.

IN SuranceBay, YOU CAN REQUEST these carriers:

John Hancock â€“ (877) 606-7779
AIG â€“ (877) 399-7747
MOO â€“ (800) 775-7896 You must do their own specific (AML) Anti-Money Laundering training
Americo – (800) 231-0801

It will state “BGA” and then “At Carrier.” Please keep an eye on this process. IT SHOULD NOT SAY “AT PRODUCER” – that means it’s still in SuranceBay. Please keep in mind, we cannot see into your SuranceBay account.

If you click once on the completed carrier request, you may see a note from the carrier. When your request is approved, you will get an email and a welcome letter from each carrier. Once you receive that, go back into your HCMS account under “REQUESTS” and “MISSING CARRIER” and add your writing numbers into the system.

ADDITIONAL CARRIERS

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

Aetna â€“ (866) 272-6630
Foresters â€“ (800) 828-1540
Transamerica â€“ (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 â€“ (800) 423-9765 (must write paper application to be appointed)
Global Atlantic â€“ (800) 848-0977 (must write paper application to be appointed)
Royal Neighbors â€“ (866) 733-9758 (must write paper application to be appointed)

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

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

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

2. E&O Coverage​

  • ​We recommend going through either:

3. Connect on Social Media

  • Get our reminders: text VELOCITY to (844) 414-0401
  • Join our Slack Group HERE
  • Join our private Facebook Group HERE
  • Join Workspots HERE
  • Get digital business cards HERE

4. Plug Into Our Calls:

Monday:

Tuesday:

Wednesday:

Thursday:

Friday:

Saturday:

  • 10am CST / 11am EST – Q&A Call with Shawn Meaike: (319) 527-3046

Sunday:



5. Next Level Podcast